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

Tradition 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
2024
Q1 		– Sell
-1,080
Closed -$22K – 938
2023
Q4 		$22K Hold
1,080
– – ﹤0.01% 820
2023
Q3 		$19K Hold
1,080
– – ﹤0.01% 858
2023
Q2 		$20K Buy
+1,080
New +$20.7K ﹤0.01% 883

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Tradition Wealth Management's OUNZ Position: Q1 2024 in Review

Tradition Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2024, closing a stake of 1,080 shares — an estimated $22K sold.

Tradition Wealth Management first reported a position in OUNZ in Q2 2023 and held it in 3 quarters. The position peaked at $22K in Q4 2023. 123 funds tracked by Wall St. Rank hold OUNZ as of Q1 2024.

  • Tradition Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,080 VanEck Merk Gold Trust shares in Q1 2024, an estimated $22K.
  • Tradition Wealth Management first reported a position in VanEck Merk Gold Trust in Q2 2023 and held it in 3 quarters.
  • Tradition Wealth Management's VanEck Merk Gold Trust position peaked at $22K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.