SBL
OUNZ icon

Sargent Bickham Lagudis’s VanEck Merk Gold Trust OUNZ Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$6.97K Buy
+394
New +$6.61K ﹤0.01% 768

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $955M AUM 37.71% 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

Sargent Bickham Lagudis's OUNZ Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in VanEck Merk Gold Trust (OUNZ) in Q4 2022: 394 shares worth $6.97K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings.

115 funds tracked by Wall St. Rank hold OUNZ as of Q4 2022.

  • Sargent Bickham Lagudis held 394 shares of VanEck Merk Gold Trust worth $6.97K as of Q4 2022.
  • VanEck Merk Gold Trust was a new Sargent Bickham Lagudis position in Q4 2022.
  • VanEck Merk Gold Trust made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #768 holding.
  • 115 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.