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Private Portfolio Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$776K Buy
30,661
+973
+3% +$25K 0.14% 119
2024
Q3 		$754K Buy
+29,688
New +$710K 0.14% 116
2024
Q2 		– Sell
-28,740
Closed -$617K – 206
2024
Q1 		$617K Sell
28,740
-250
-0.9% -$5.01K 0.13% 133
2023
Q4 		$579K Buy
28,990
+2,026
+8% +$38.8K 0.13% 130
2023
Q3 		$482K Buy
26,964
+3,269
+14% +$61K 0.13% 134
2023
Q2 		$441K Buy
23,695
+572
+2% +$11K 0.11% 150
2023
Q1 		$442K Buy
23,123
+625
+3% +$11.5K 0.12% 144
2022
Q4 		$398K Sell
22,498
-155
-0.7% -$2.6K 0.1% 170
2022
Q3 		$365K Sell
22,653
-448
-2% -$7.5K 0.1% 168
2022
Q2 		$405K Buy
23,101
+3,196
+16% +$58.1K 0.11% 157
2022
Q1 		$375K Buy
19,905
+7,431
+60% +$136K 0.09% 190
2021
Q4 		$222K Sell
12,474
-1,667
-12% -$29.1K 0.06% 253
2021
Q3 		$242K Sell
14,141
-6,917
-33% -$120K 0.07% 226
2021
Q2 		$363K Buy
21,058
+90
+0.4% +$1.59K 0.11% 180
2021
Q1 		$349K Buy
+20,968
New +$366K 0.11% 173
2019
Q3 		– Sell
-12,175
Closed -$168K – 219
2019
Q2 		$168K Hold
12,175
– – 0.07% 223
2019
Q1 		$154K Hold
12,175
– – 0.08% 191
2018
Q4 		$153K Buy
+12,175
New +$147K 0.09% 174

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Portfolio Partners's OUNZ Position: Q4 2024 in Review

Private Portfolio Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 3.3% in Q4 2024, buying an estimated $25K and bringing the position to 30,661 shares worth $776K. The position accounts for 0.14% of the portfolio, ranked #119.

Private Portfolio Partners first reported a position in OUNZ in Q4 2018 and has held it in 18 quarters since. 162 funds tracked by Wall St. Rank hold OUNZ as of Q4 2024.

  • Private Portfolio Partners held 30,661 shares of VanEck Merk Gold Trust worth $776K as of Q4 2024.
  • Private Portfolio Partners bought 973 VanEck Merk Gold Trust shares in Q4 2024, an estimated $25K.
  • VanEck Merk Gold Trust made up 0.14% of Private Portfolio Partners's portfolio in Q4 2024, its #119 holding.
  • Private Portfolio Partners first reported a position in VanEck Merk Gold Trust in Q4 2018 and has held it in 18 quarters since.
  • 162 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.