MIM
OUNZ icon

Macroview Investment Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Macroview Investment Management’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
-1,700
Closed -$36.5K – 663
2024
Q1 		$36.5K Hold
1,700
– – 0.04% 146
2023
Q4 		$33.9K Hold
1,700
– – 0.04% 147
2023
Q3 		$30.4K Hold
1,700
– – 0.04% 136
2023
Q2 		$31.6K Hold
1,700
– – 0.05% 105
2023
Q1 		$32.5K Hold
1,700
– – 0.05% 105
2022
Q4 		$30.1K Buy
1,700
+300
+21% +$5.04K 0.05% 109
2022
Q3 		$23K Hold
1,400
– – 0.04% 112
2022
Q2 		$25K Hold
1,400
– – 0.04% 120
2022
Q1 		$26K Buy
1,400
+400
+40% +$7.3K 0.04% 127
2021
Q4 		$18K Hold
1,000
– – 0.02% 186
2021
Q3 		$17K Buy
+1,000
New +$17.4K 0.02% 132

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

Macroview Investment Management's OUNZ Position: Q2 2024 in Review

Macroview Investment Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2024, closing a stake of 1,700 shares — an estimated $36.5K sold.

Macroview Investment Management first reported a position in OUNZ in Q3 2021 and held it in 11 quarters. The position peaked at $36.5K in Q1 2024. 137 funds tracked by Wall St. Rank hold OUNZ as of Q2 2024.

  • Macroview Investment Management reported no remaining VanEck Merk Gold Trust position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 1,700 VanEck Merk Gold Trust shares in Q2 2024, an estimated $36.5K.
  • Macroview Investment Management first reported a position in VanEck Merk Gold Trust in Q3 2021 and held it in 11 quarters.
  • Macroview Investment Management's VanEck Merk Gold Trust position peaked at $36.5K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.