WAS
OUNZ icon

Wealth Advisory Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

Wealth Advisory Solutions’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
Q1 		– Sell
-17,650
Closed -$325K – 178
2020
Q4 		$325K Hold
17,650
– – 0.09% 118
2020
Q3 		$325K Buy
+17,650
New +$329K 0.09% 136

Other funds holding OUNZ

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Advisory Solutions's OUNZ Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2021, closing a stake of 17,650 shares — an estimated $325K sold.

Wealth Advisory Solutions first reported a position in OUNZ in Q3 2020 and held it in 2 quarters. The position peaked at $325K in Q4 2020. 90 funds tracked by Wall St. Rank hold OUNZ as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining VanEck Merk Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 17,650 VanEck Merk Gold Trust shares in Q1 2021, an estimated $325K.
  • Wealth Advisory Solutions first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 2 quarters.
  • Wealth Advisory Solutions's VanEck Merk Gold Trust position peaked at $325K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.