SWM
OUNZ icon

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

Selective Wealth Management’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
Q1 		– Sell
-65
Closed -$1K – 775
2021
Q4 		$1K Buy
+65
New +$1.14K ﹤0.01% 640

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CWM
Cadence Wealth Management Westborough, Massachusetts $223M AUM 25.69% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Selective Wealth Management's OUNZ Position: Q1 2022 in Review

Selective Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2022, closing a stake of 65 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in OUNZ in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 110 funds tracked by Wall St. Rank hold OUNZ as of Q1 2022.

  • Selective Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 65 VanEck Merk Gold Trust shares in Q1 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in VanEck Merk Gold Trust in Q4 2021 and held it in 1 quarter.
  • Selective Wealth Management's VanEck Merk Gold Trust position peaked at $1K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.