TWM
OUNZ icon

Titus Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Titus Wealth Management’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
2021
Q4 		– Sell
-20,745
Closed -$356K – 177
2021
Q3 		$356K Sell
20,745
-630
-3% -$11K 0.19% 92
2021
Q2 		$368K Sell
21,375
-1,900
-8% -$33.6K 0.2% 86
2021
Q1 		$387K Sell
23,275
-1,900
-8% -$33.2K 0.23% 74
2020
Q4 		$466K Buy
25,175
+9,550
+61% +$175K 0.29% 65
2020
Q3 		$287K Buy
+15,625
New +$292K 0.2% 88

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Titus Wealth Management's OUNZ Position: Q4 2021 in Review

Titus Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2021, closing a stake of 20,745 shares — an estimated $356K sold.

Titus Wealth Management first reported a position in OUNZ in Q3 2020 and held it in 5 quarters. The position peaked at $466K in Q4 2020. 99 funds tracked by Wall St. Rank hold OUNZ as of Q4 2021.

  • Titus Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q4 2021 after selling out during the quarter.
  • Titus Wealth Management sold 20,745 VanEck Merk Gold Trust shares in Q4 2021, an estimated $356K.
  • Titus Wealth Management first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 5 quarters.
  • Titus Wealth Management's VanEck Merk Gold Trust position peaked at $466K in Q4 2020.
  • 99 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2021.

Based on Titus Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.