LNC
OUNZ icon

Lincoln National Corp’s VanEck Merk Gold Trust OUNZ Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-33,125
Closed -$712K – 805
2024
Q1 		$712K Sell
33,125
-5,430
-14% -$109K 0.01% 623
2023
Q4 		$770K Buy
38,555
+17,425
+82% +$333K 0.01% 528
2023
Q3 		$378K Buy
21,130
+6,270
+42% +$117K 0.01% 696
2023
Q2 		$276K Buy
14,860
+2,650
+22% +$50.8K 0.01% 830
2023
Q1 		$233K Hold
12,210
– – ﹤0.01% 864
2022
Q4 		$216K Sell
12,210
-200
-2% -$3.36K ﹤0.01% 846
2022
Q3 		$200K Hold
12,410
– – ﹤0.01% 819
2022
Q2 		$218K Hold
12,410
– – 0.01% 778
2022
Q1 		$234K Buy
12,410
+630
+5% +$11.5K ﹤0.01% 806
2021
Q4 		$209K Hold
11,780
– – ﹤0.01% 837
2021
Q3 		$201K Buy
11,780
+155
+1% +$2.7K ﹤0.01% 820
2021
Q2 		$200K Hold
11,625
– – ﹤0.01% 817
2021
Q1 		$193K Buy
11,625
+325
+3% +$5.68K ﹤0.01% 764
2020
Q4 		$209K Sell
11,300
-11,000
-49% -$201K 0.01% 696
2020
Q3 		$410K Hold
22,300
– – 0.01% 422
2020
Q2 		$388K Buy
22,300
+450
+2% +$7.54K 0.01% 430
2020
Q1 		$336K Buy
21,850
+800
+4% +$12.4K 0.01% 420
2019
Q4 		$313K Buy
21,050
+3,500
+20% +$50.8K 0.01% 489
2019
Q3 		$253K Buy
17,550
+1,950
+13% +$28.1K 0.01% 487
2019
Q2 		$216K Buy
15,600
+1,200
+8% +$15.4K 0.01% 510
2019
Q1 		$182K Buy
+14,400
New +$184K 0.01% 486

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Lincoln National Corp's OUNZ Position: Q2 2024 in Review

Lincoln National Corp sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2024, closing a stake of 33,125 shares — an estimated $712K sold.

Lincoln National Corp first reported a position in OUNZ in Q1 2019 and held it in 21 quarters. The position peaked at $770K in Q4 2023. 137 funds tracked by Wall St. Rank hold OUNZ as of Q2 2024.

  • Lincoln National Corp reported no remaining VanEck Merk Gold Trust position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 33,125 VanEck Merk Gold Trust shares in Q2 2024, an estimated $712K.
  • Lincoln National Corp first reported a position in VanEck Merk Gold Trust in Q1 2019 and held it in 21 quarters.
  • Lincoln National Corp's VanEck Merk Gold Trust position peaked at $770K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.