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Strategic Financial Concepts’s VanEck Merk Gold Trust OUNZ Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-7,927
Closed -$295K – 241
2025
Q3 		$295K Hold
7,927
– – 0.04% 195
2025
Q2 		$253K Sell
7,927
-5,741
-42% -$182K 0.04% 223
2025
Q1 		$412K Sell
13,668
-948
-6% -$26.2K 0.08% 198
2024
Q4 		$370K Buy
14,616
+4,700
+47% +$121K 0.07% 209
2024
Q3 		$252K Sell
9,916
-224,982
-96% -$5.38M 0.08% 203
2024
Q2 		$110K Buy
234,898
+220,493
+1,531% +$4.98M 0.06% 173
2024
Q1 		$309K Buy
+14,405
New +$289K 0.07% 223
2023
Q4 		– Sell
-23,898
Closed -$428K – 222
2023
Q3 		$428K Buy
+23,898
New +$446K 0.14% 149

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return