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Valeo Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-3,534
Closed -$59K – 1404
2021
Q1 		$59K Hold
3,534
– – ﹤0.01% 801
2020
Q4 		$65K Hold
3,534
– – ﹤0.01% 694
2020
Q3 		$65K Hold
3,534
– – 0.01% 578
2020
Q2 		$61K Hold
3,534
– – 0.01% 652
2020
Q1 		$58K Buy
3,534
+834
+31% +$12.9K 0.01% 551
2019
Q4 		$40K Hold
2,700
– – ﹤0.01% 730
2019
Q3 		$39K Buy
+2,700
New +$39K ﹤0.01% 682

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PHS
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BFG
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MI
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
Ameriprise
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Valeo Financial Advisors's OUNZ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2021, closing a stake of 3,534 shares — an estimated $59K sold.

Valeo Financial Advisors first reported a position in OUNZ in Q3 2019 and held it in 7 quarters. The position peaked at $65K in Q4 2020. 91 funds tracked by Wall St. Rank hold OUNZ as of Q2 2021.

  • Valeo Financial Advisors reported no remaining VanEck Merk Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,534 VanEck Merk Gold Trust shares in Q2 2021, an estimated $59K.
  • Valeo Financial Advisors first reported a position in VanEck Merk Gold Trust in Q3 2019 and held it in 7 quarters.
  • Valeo Financial Advisors's VanEck Merk Gold Trust position peaked at $65K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.