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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 $368M AUM 152.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $377B AUM 19.32% 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.