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Pathstone Family Office’s VanEck Merk Gold Trust OUNZ Stock Holding History

Pathstone Family Office’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 		– Sell
-23,899
Closed -$408K – 944
2021
Q3 		$408K Hold
23,899
– – 0.01% 582
2021
Q2 		$412K Buy
+23,899
New +$422K 0.01% 543
2020
Q4 		– Sell
-3,000
Closed -$55K – 1286
2020
Q3 		$55K Buy
+3,000
New +$56K 0.01% 357

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

Pathstone Family Office's OUNZ Position: Q4 2021 in Review

Pathstone Family Office sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2021, closing a stake of 23,899 shares — an estimated $408K sold.

Pathstone Family Office first reported a position in OUNZ in Q3 2020 and held it in 3 quarters. The position peaked at $412K in Q2 2021. 99 funds tracked by Wall St. Rank hold OUNZ as of Q4 2021.

  • Pathstone Family Office reported no remaining VanEck Merk Gold Trust position as of Q4 2021 after selling out during the quarter.
  • Pathstone Family Office sold 23,899 VanEck Merk Gold Trust shares in Q4 2021, an estimated $408K.
  • Pathstone Family Office first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 3 quarters.
  • Pathstone Family Office's VanEck Merk Gold Trust position peaked at $412K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2021.

Based on Pathstone Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.