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SMG
Smart Money Group’s
VanEck Merk Gold Trust
OUNZ
Stock Holding History
Smart Money Group’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
2026
Q1
$10.8M
Buy
238,905
+4,443
+2%
+$208K
3.13%
2
2025
Q4
$9.73M
Buy
234,462
+15,436
+7%
+$617K
2.84%
2
2025
Q3
$8.15M
Buy
219,026
+5,592
+3%
+$186K
2.41%
3
2025
Q2
$6.81M
Buy
213,434
+6,110
+3%
+$194K
2.13%
3
2025
Q1
$6.25M
Buy
207,324
+54,308
+35%
+$1.5M
2.12%
4
2024
Q4
$3.87M
Buy
153,016
+20,003
+15%
+$514K
1.34%
23
2024
Q3
$3.52M
Buy
133,013
+4,828
+4%
+$116K
1.26%
25
2024
Q2
$3.03M
Buy
128,185
+6,604
+5%
+$149K
1.09%
27
2024
Q1
$2.69M
Buy
121,581
+16,170
+15%
+$324K
1.05%
26
2023
Q4
$2.1M
Buy
105,411
+1,220
+1%
+$23.3K
0.92%
27
2023
Q3
$1.86M
Buy
104,191
+5,120
+5%
+$95.5K
0.89%
27
2023
Q2
$1.84M
Buy
99,071
+3,670
+4%
+$70.3K
0.88%
31
2023
Q1
$1.84M
Buy
95,401
+12,042
+14%
+$221K
0.92%
25
2022
Q4
$1.48M
Buy
83,359
+13,551
+19%
+$227K
0.77%
24
2022
Q3
$1.13M
Buy
69,808
+4,184
+6%
+$70.1K
0.77%
21
2022
Q2
$1.15M
Buy
65,624
+20,259
+45%
+$368K
0.8%
24
2022
Q1
$854K
Buy
45,365
+25,995
+134%
+$475K
0.57%
31
2021
Q4
$344K
Buy
+19,370
New
+$338K
0.22%
53
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72.99%
1-Year Est. Return
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$672M AUM
25.22%
1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
PWA
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Conshohocken, Pennsylvania
$1.09B AUM
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
AOWM
Asset One Wealth Management
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$904M AUM
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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