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Mariner Independent Advisor Network’s VanEck Merk Gold Trust OUNZ Stock Holding History

Mariner Independent Advisor Network’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
2021
Q3 		– Sell
-11,360
Closed -$196K – 510
2021
Q2 		$196K Sell
11,360
-23,253
-67% -$411K 0.01% 480
2021
Q1 		$576K Sell
34,613
-23,341
-40% -$408K 0.03% 353
2020
Q4 		$1.07M Buy
57,954
+6,670
+13% +$122K 0.06% 278
2020
Q3 		$943K Buy
+51,284
New +$957K 0.08% 220

Other funds holding OUNZ

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Independent Advisor Network's OUNZ Position: Q3 2021 in Review

Mariner Independent Advisor Network sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2021, closing a stake of 11,360 shares — an estimated $196K sold.

Mariner Independent Advisor Network first reported a position in OUNZ in Q3 2020 and held it in 4 quarters. The position peaked at $1.07M in Q4 2020. 94 funds tracked by Wall St. Rank hold OUNZ as of Q3 2021.

  • Mariner Independent Advisor Network reported no remaining VanEck Merk Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 11,360 VanEck Merk Gold Trust shares in Q3 2021, an estimated $196K.
  • Mariner Independent Advisor Network first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 4 quarters.
  • Mariner Independent Advisor Network's VanEck Merk Gold Trust position peaked at $1.07M in Q4 2020.
  • 94 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2021, filed 17 Nov 2021.