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

Stearns Financial Services 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
2020 Q3	$360K	Hold	19,562	–	–	0.06%	110
2020 Q2	$340K	Hold	19,562	–	–	0.05%	101
2020 Q1	$301K	Buy	19,562 +4,638	+31%	+$71.7K	0.05%	108
2019 Q4	$222K	Hold	14,924	–	–	0.04%	126
2019 Q3	$215K	Hold	14,924	–	–	0.04%	122
2019 Q2	$206K	Hold	14,924	–	–	0.04%	124
2019 Q1	$189K	Hold	14,924	–	–	0.04%	128
2018 Q4	$188K	Hold	14,924	–	–	0.04%	128
2018 Q3	$175K	Hold	14,924	–	–	0.04%	130
2018 Q2	$184K	Hold	14,924	–	–	0.05%	126
2018 Q1	$195K	Hold	14,924	–	–	0.05%	124
2017 Q4	$192K	Buy	14,924 +3,114	+26%	+$39.2K	0.05%	130
2017 Q3	$149K	Buy	+11,810	New	+$149K	0.04%	126

Other funds holding OUNZ

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

Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return