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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Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return