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VisionPoint Advisory Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-1,375
Closed -$30.9K – 613
2024
Q2 		$30.9K Buy
+1,375
New +$31.1K 0.01% 337

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Envestnet Asset Management
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Wealth Enhancement Advisory Services
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
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EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

VisionPoint Advisory Group's OUNZ Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2024, closing a stake of 1,375 shares — an estimated $30.9K sold.

VisionPoint Advisory Group first reported a position in OUNZ in Q2 2024 and held it in 1 quarter. The position peaked at $30.9K in Q2 2024. 148 funds tracked by Wall St. Rank hold OUNZ as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining VanEck Merk Gold Trust position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,375 VanEck Merk Gold Trust shares in Q3 2024, an estimated $30.9K.
  • VisionPoint Advisory Group first reported a position in VanEck Merk Gold Trust in Q2 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's VanEck Merk Gold Trust position peaked at $30.9K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.