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

Optimum 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
2021
Q1 		– Sell
-1,000
Closed -$19K – 943
2020
Q4 		$19K Buy
+1,000
New +$18.3K 0.01% 631

Other funds holding OUNZ

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's OUNZ Position: Q1 2021 in Review

Optimum Investment Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2021, closing a stake of 1,000 shares — an estimated $19K sold.

Optimum Investment Advisors first reported a position in OUNZ in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 90 funds tracked by Wall St. Rank hold OUNZ as of Q1 2021.

  • Optimum Investment Advisors reported no remaining VanEck Merk Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 VanEck Merk Gold Trust shares in Q1 2021, an estimated $19K.
  • Optimum Investment Advisors first reported a position in VanEck Merk Gold Trust in Q4 2020 and held it in 1 quarter.
  • Optimum Investment Advisors's VanEck Merk Gold Trust position peaked at $19K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.