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Starfox Financial Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

Starfox Financial Services’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
2024
Q1 		$9.5M Buy
412,130
+8,401
+2% +$168K 8.06% 5
2023
Q4 		$8.06M Buy
403,729
+26,485
+7% +$507K 7.45% 5
2023
Q3 		$7.27M Buy
377,244
+12,858
+4% +$240K 7.87% 6
2023
Q2 		$6.78M Sell
364,386
-1,778
-0.5% -$34.1K 6.98% 7
2023
Q1 		$7.24M Buy
366,164
+3,245
+0.9% +$59.5K 7.52% 6
2022
Q4 		$6.42M Buy
362,919
+1,788
+0.5% +$30K 6.4% 8
2022
Q3 		$5.83M Sell
361,131
-2,807
-0.8% -$47K 5.68% 9
2022
Q2 		$6.5M Hold
363,938
– – 5.14% 9
2022
Q1 		$6.5M Buy
363,938
+186,735
+105% +$3.41M 5.14% 9
2021
Q4 		$3.17M Buy
+177,203
New +$3.1M 2.77% 10

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MCM
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P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return