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 $314M AUM 74.91% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

RJA

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

WPIC

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

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

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Stearns Financial Services Group's OUNZ Position: Q3 2020 in Review

Stearns Financial Services Group held its VanEck Merk Gold Trust (OUNZ) position steady in Q3 2020 at 19,562 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #110.

Stearns Financial Services Group first reported a position in OUNZ in Q3 2017 and has held it in 13 quarters since. 78 funds tracked by Wall St. Rank hold OUNZ as of Q3 2020.

Stearns Financial Services Group held 19,562 shares of VanEck Merk Gold Trust worth $360K as of Q3 2020.
Stearns Financial Services Group left its VanEck Merk Gold Trust share count unchanged in Q3 2020.
VanEck Merk Gold Trust made up 0.06% of Stearns Financial Services Group's portfolio in Q3 2020, its #110 holding.
Stearns Financial Services Group first reported a position in VanEck Merk Gold Trust in Q3 2017 and has held it in 13 quarters since.
78 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.