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Perkins Coie Trust Company’s VanEck Merk Gold Trust OUNZ Stock Holding History

Perkins Coie Trust Company’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
-1,330
Closed -$25K – 247
2020
Q4 		$25K Sell
1,330
-1,098
-45% -$20.1K 0.01% 183
2020
Q3 		$45K Buy
+2,428
New +$45.3K 0.02% 150

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MI
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BFG
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RJA
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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
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Perkins Coie Trust Company's OUNZ Position: Q1 2021 in Review

Perkins Coie Trust Company sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2021, closing a stake of 1,330 shares — an estimated $25K sold.

Perkins Coie Trust Company first reported a position in OUNZ in Q3 2020 and held it in 2 quarters. The position peaked at $45K in Q3 2020. 90 funds tracked by Wall St. Rank hold OUNZ as of Q1 2021.

  • Perkins Coie Trust Company reported no remaining VanEck Merk Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Perkins Coie Trust Company sold 1,330 VanEck Merk Gold Trust shares in Q1 2021, an estimated $25K.
  • Perkins Coie Trust Company first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 2 quarters.
  • Perkins Coie Trust Company's VanEck Merk Gold Trust position peaked at $45K in Q3 2020.
  • 90 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2021.

Based on Perkins Coie Trust Company's 13F filing for Q1 2021, filed 13 Apr 2021.