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

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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

LPL Financial San Diego, California $377B AUM 19.32% 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