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Legacy Capital Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Legacy Capital Partners’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$559K Buy
+29,670
New +$542K 0.18% 98

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CWM
Cadence Wealth Management Westborough, Massachusetts $240M AUM 38.81% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legacy Capital Partners's OUNZ Position: Q1 2022 in Review

Legacy Capital Partners opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2022: 29,670 shares worth $559K. The stake represents 0.18% of the portfolio and ranks #98 among its holdings.

110 funds tracked by Wall St. Rank hold OUNZ as of Q1 2022.

  • Legacy Capital Partners held 29,670 shares of VanEck Merk Gold Trust worth $559K as of Q1 2022.
  • VanEck Merk Gold Trust was a new Legacy Capital Partners position in Q1 2022.
  • VanEck Merk Gold Trust made up 0.18% of Legacy Capital Partners's portfolio in Q1 2022, its #98 holding.
  • 110 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.