Truist Financial
OUNZ icon

Truist Financial’s VanEck Merk Gold Trust OUNZ Stock Holding History

Truist Financial’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
Q2 		– Sell
-16,436
Closed -$353K – 2705
2024
Q1 		$353K Hold
16,436
– – ﹤0.01% 2206
2023
Q4 		$328K Hold
16,436
– – ﹤0.01% 2255
2023
Q3 		$294K Hold
16,436
– – ﹤0.01% 2259
2023
Q2 		$306K Hold
16,436
– – ﹤0.01% 2235
2023
Q1 		$314K Hold
16,436
– – ﹤0.01% 2236
2022
Q4 		$291K Sell
16,436
-143
-0.9% -$2.4K ﹤0.01% 2246
2022
Q3 		$267K Hold
16,579
– – ﹤0.01% 2151
2022
Q2 		$291K Sell
16,579
-1,000
-6% -$18.2K ﹤0.01% 2235
2022
Q1 		$331K Hold
17,579
– – ﹤0.01% 2259
2021
Q4 		$313K Sell
17,579
-1,837
-9% -$32.1K ﹤0.01% 2329
2021
Q3 		$332K Buy
19,416
+147
+0.8% +$2.56K ﹤0.01% 2271
2021
Q2 		$332K Hold
19,269
– – ﹤0.01% 2309
2021
Q1 		$320K Sell
19,269
-12
-0.1% -$210 ﹤0.01% 2244
2020
Q4 		$358K Sell
19,281
-902
-4% -$16.5K ﹤0.01% 2046
2020
Q3 		$372K Buy
20,183
+3,683
+22% +$68.7K ﹤0.01% 1885
2020
Q2 		$287K Buy
+16,500
New +$276K ﹤0.01% 1976

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Truist Financial's OUNZ Position: Q2 2024 in Review

Truist Financial sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2024, closing a stake of 16,436 shares — an estimated $353K sold.

Truist Financial first reported a position in OUNZ in Q2 2020 and held it in 16 quarters. The position peaked at $372K in Q3 2020. 137 funds tracked by Wall St. Rank hold OUNZ as of Q2 2024.

  • Truist Financial reported no remaining VanEck Merk Gold Trust position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 16,436 VanEck Merk Gold Trust shares in Q2 2024, an estimated $353K.
  • Truist Financial first reported a position in VanEck Merk Gold Trust in Q2 2020 and held it in 16 quarters.
  • Truist Financial's VanEck Merk Gold Trust position peaked at $372K in Q3 2020.
  • 137 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.