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Prestige Wealth Management Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Prestige Wealth Management 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
2022
Q2 		– Sell
-328
Closed -$6K – 1040
2022
Q1 		$6K Sell
328
-38
-10% -$694 ﹤0.01% 570
2021
Q4 		$7K Buy
+366
New +$6.39K ﹤0.01% 562

Other funds holding OUNZ

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BCI
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OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Prestige Wealth Management Group's OUNZ Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2022, closing a stake of 328 shares — an estimated $6K sold.

Prestige Wealth Management Group first reported a position in OUNZ in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 112 funds tracked by Wall St. Rank hold OUNZ as of Q2 2022.

  • Prestige Wealth Management Group reported no remaining VanEck Merk Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 328 VanEck Merk Gold Trust shares in Q2 2022, an estimated $6K.
  • Prestige Wealth Management Group first reported a position in VanEck Merk Gold Trust in Q4 2021 and held it in 2 quarters.
  • Prestige Wealth Management Group's VanEck Merk Gold Trust position peaked at $7K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.