Lehman & Derafelo Financial Resources’s VanEck Merk Gold Trust OUNZ Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$315K	Hold	17,800	–	–	0.09%	84
2022 Q3	$287K	Hold	17,800	–	–	0.09%	77
2022 Q2	$312K	Hold	17,800	–	–	0.1%	77
2022 Q1	$335K	Hold	17,800	–	–	0.09%	81
2021 Q4	$316K	Buy	17,800 +2,800	+19%	+$48.9K	0.1%	79
2021 Q3	$256K	Buy	15,000 +3,000	+25%	+$52.2K	0.08%	84
2021 Q2	$207K	Hold	12,000	–	–	0.06%	118
2021 Q1	$200K	Buy	+12,000	New	+$210K	0.06%	120

Other funds holding OUNZ

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return

SFS

Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lehman & Derafelo Financial Resources's OUNZ Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its VanEck Merk Gold Trust (OUNZ) position steady in Q4 2022 at 17,800 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #84.

Lehman & Derafelo Financial Resources first reported a position in OUNZ in Q1 2021 and has held it in 8 quarters since. The position peaked at $335K in Q1 2022. 115 funds tracked by Wall St. Rank hold OUNZ as of Q4 2022.

Lehman & Derafelo Financial Resources held 17,800 shares of VanEck Merk Gold Trust worth $315K as of Q4 2022.
Lehman & Derafelo Financial Resources left its VanEck Merk Gold Trust share count unchanged in Q4 2022.
VanEck Merk Gold Trust made up 0.09% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #84 holding.
Lehman & Derafelo Financial Resources first reported a position in VanEck Merk Gold Trust in Q1 2021 and has held it in 8 quarters since.
Lehman & Derafelo Financial Resources's VanEck Merk Gold Trust position peaked at $335K in Q1 2022.
115 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.