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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return

HighTower Advisors

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return