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

Spire 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
Q2 		– Sell
-3,120
Closed -$59K – 2791
2022
Q1 		$59K Sell
3,120
-14,159
-82% -$259K ﹤0.01% 1387
2021
Q4 		$307K Buy
17,279
+2,369
+16% +$41.4K 0.01% 891
2021
Q3 		$255K Hold
14,910
– – 0.01% 825
2021
Q2 		$257K Sell
14,910
-2,023
-12% -$35.7K 0.01% 845
2021
Q1 		$282K Buy
+16,933
New +$296K 0.01% 903

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
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
MI
Merk Investments Menlo Park, California $314M AUM 74.91% 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

Spire Wealth Management's OUNZ Position: Q2 2022 in Review

Spire Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2022, closing a stake of 3,120 shares — an estimated $59K sold.

Spire Wealth Management first reported a position in OUNZ in Q1 2021 and held it in 5 quarters. The position peaked at $307K in Q4 2021. 112 funds tracked by Wall St. Rank hold OUNZ as of Q2 2022.

  • Spire Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 3,120 VanEck Merk Gold Trust shares in Q2 2022, an estimated $59K.
  • Spire Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's VanEck Merk Gold Trust position peaked at $307K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.