Simplicity Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

Simplicity Solutions’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 Q4	–	Sell	-97,481	Closed	-$1.79M	–	972
2020 Q3	$1.79M	Buy	+97,481	New	+$1.82M	0.03%	355

Other funds holding OUNZ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Simplicity Solutions's OUNZ Position: Q4 2020 in Review

Simplicity Solutions sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2020, closing a stake of 97,481 shares — an estimated $1.79M sold.

Simplicity Solutions first reported a position in OUNZ in Q3 2020 and held it in 1 quarter. The position peaked at $1.79M in Q3 2020. 86 funds tracked by Wall St. Rank hold OUNZ as of Q4 2020.

Simplicity Solutions reported no remaining VanEck Merk Gold Trust position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 97,481 VanEck Merk Gold Trust shares in Q4 2020, an estimated $1.79M.
Simplicity Solutions first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 1 quarter.
Simplicity Solutions's VanEck Merk Gold Trust position peaked at $1.79M in Q3 2020.
86 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.