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TCG Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

TCG 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
2020
Q3 		– Sell
-24,585
Closed -$427K – 91
2020
Q2 		$427K Buy
+24,585
New +$412K 0.24% 89

Other funds holding OUNZ

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

TCG Advisors's OUNZ Position: Q3 2020 in Review

TCG Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2020, closing a stake of 24,585 shares — an estimated $427K sold.

TCG Advisors first reported a position in OUNZ in Q2 2020 and held it in 1 quarter. The position peaked at $427K in Q2 2020. 78 funds tracked by Wall St. Rank hold OUNZ as of Q3 2020.

  • TCG Advisors reported no remaining VanEck Merk Gold Trust position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 24,585 VanEck Merk Gold Trust shares in Q3 2020, an estimated $427K.
  • TCG Advisors first reported a position in VanEck Merk Gold Trust in Q2 2020 and held it in 1 quarter.
  • TCG Advisors's VanEck Merk Gold Trust position peaked at $427K in Q2 2020.
  • 78 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.