RIA
OUNZ icon

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

Realta 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
2020
Q1 		– Sell
-3,477
Closed -$50K – 1051
2019
Q4 		$50K Hold
3,477
– – 0.01% 663
2019
Q3 		$50K Hold
3,477
– – 0.01% 675
2019
Q2 		$48K Buy
+3,477
New +$44.6K 0.01% 682

Other funds holding OUNZ

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
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Realta Investment Advisors's OUNZ Position: Q1 2020 in Review

Realta Investment Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2020, closing a stake of 3,477 shares — an estimated $50K sold.

Realta Investment Advisors first reported a position in OUNZ in Q2 2019 and held it in 3 quarters. The position peaked at $50K in Q4 2019. 41 funds tracked by Wall St. Rank hold OUNZ as of Q1 2020.

  • Realta Investment Advisors reported no remaining VanEck Merk Gold Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 3,477 VanEck Merk Gold Trust shares in Q1 2020, an estimated $50K.
  • Realta Investment Advisors first reported a position in VanEck Merk Gold Trust in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's VanEck Merk Gold Trust position peaked at $50K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.