Truist Financial

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

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Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return