NFG
OUNZ icon

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

Next Financial 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
2021
Q4 		$85K Hold
4,800
– – 0.01% 1255
2021
Q3 		$82K Sell
4,800
-100
-2% -$1.74K 0.01% 1202
2021
Q2 		$84K Sell
4,900
-42,500
-90% -$751K 0.01% 1194
2021
Q1 		$788K Buy
+47,400
New +$828K 0.07% 293

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Next Financial Group's OUNZ Position: Q4 2021 in Review

Next Financial Group held its VanEck Merk Gold Trust (OUNZ) position steady in Q4 2021 at 4,800 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #1255.

Next Financial Group first reported a position in OUNZ in Q1 2021 and has held it in 4 quarters since. The position peaked at $788K in Q1 2021. 99 funds tracked by Wall St. Rank hold OUNZ as of Q4 2021.

  • Next Financial Group held 4,800 shares of VanEck Merk Gold Trust worth $85K as of Q4 2021.
  • Next Financial Group left its VanEck Merk Gold Trust share count unchanged in Q4 2021.
  • VanEck Merk Gold Trust made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1255 holding.
  • Next Financial Group first reported a position in VanEck Merk Gold Trust in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's VanEck Merk Gold Trust position peaked at $788K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.