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Stonebridge Capital Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Stonebridge Capital Advisors’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
2023
Q4 		– Sell
-1,266
Closed -$22.6K – 643
2023
Q3 		$22.6K Buy
+1,266
New +$23.6K ﹤0.01% 481

Other funds holding OUNZ

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Stonebridge Capital Advisors's OUNZ Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2023, closing a stake of 1,266 shares — an estimated $22.6K sold.

Stonebridge Capital Advisors first reported a position in OUNZ in Q3 2023 and held it in 1 quarter. The position peaked at $22.6K in Q3 2023. 128 funds tracked by Wall St. Rank hold OUNZ as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining VanEck Merk Gold Trust position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,266 VanEck Merk Gold Trust shares in Q4 2023, an estimated $22.6K.
  • Stonebridge Capital Advisors first reported a position in VanEck Merk Gold Trust in Q3 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's VanEck Merk Gold Trust position peaked at $22.6K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.