NFSG
OUNZ icon

Newbridge Financial Services Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Newbridge Financial Services Group’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
2023
Q2 		– Sell
-150
Closed -$2.87K – 1415
2023
Q1 		$2.87K Hold
150
– – ﹤0.01% 1149
2022
Q4 		$2.65K Hold
150
– – ﹤0.01% 1174
2022
Q3 		$2K Hold
150
– – ﹤0.01% 1219
2022
Q2 		$3K Hold
150
– – ﹤0.01% 1121
2022
Q1 		$3K Hold
150
– – ﹤0.01% 1226
2021
Q4 		$3K Hold
150
– – ﹤0.01% 1175
2021
Q3 		$3K Hold
150
– – ﹤0.01% 1127
2021
Q2 		$3K Hold
150
– – ﹤0.01% 1229
2021
Q1 		$2K Hold
150
– – ﹤0.01% 1187
2020
Q4 		$3K Hold
150
– – ﹤0.01% 930
2020
Q3 		$3K Buy
+150
New +$2.8K ﹤0.01% 884

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return