OIA
OUNZ icon

OneDigital Investment Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

OneDigital Investment Advisors’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
2026
Q1 		$1.7M Sell
37,817
-702
-2% -$32.9K 0.02% 520
2025
Q4 		$1.6M Sell
38,519
-1,535
-4% -$61.4K 0.02% 524
2025
Q3 		$1.49M Sell
40,054
-1,419
-3% -$47.3K 0.02% 531
2025
Q2 		$1.32M Sell
41,473
-420
-1% -$13.3K 0.01% 554
2025
Q1 		$1.26M Sell
41,893
-436
-1% -$12.1K 0.02% 533
2024
Q4 		$1.07M Sell
42,329
-2,894
-6% -$74.3K 0.01% 615
2024
Q3 		$1.15M Sell
45,223
-7,283
-14% -$174K 0.01% 607
2024
Q2 		$1.18M Buy
+52,506
New +$1.19M 0.01% 564

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Raymond James Financial
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PWA
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Envestnet Asset Management
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Cetera Investment Advisers
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Ameriprise
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AOWM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return