Wealthcare Advisory Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Wealthcare Advisory Partners’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	-2,898	Closed	-$48K	–	1443
2021 Q1	$48K	Buy	+2,898	New	+$50.6K	﹤0.01%	889
2020 Q1	–	Sell	-11,600	Closed	-$172K	–	1561
2019 Q4	$172K	Hold	11,600	–	–	0.02%	320
2019 Q3	$167K	Hold	11,600	–	–	0.02%	301
2019 Q2	$160K	Buy	+11,600	New	+$149K	0.03%	300
2019 Q1	–	Sell	-800	Closed	-$10K	–	1257
2018 Q4	$10K	Hold	800	–	–	﹤0.01%	788
2018 Q3	$9K	Hold	800	–	–	﹤0.01%	874
2018 Q2	$10K	Hold	800	–	–	﹤0.01%	841
2018 Q1	$10K	Hold	800	–	–	﹤0.01%	731
2017 Q4	$10K	Hold	800	–	–	﹤0.01%	681
2017 Q3	$10K	Buy	+800	New	+$10.1K	﹤0.01%	548

Other funds holding OUNZ

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

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

RJA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthcare Advisory Partners's OUNZ Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2021, closing a stake of 2,898 shares — an estimated $48K sold.

Wealthcare Advisory Partners first reported a position in OUNZ in Q3 2017 and held it in 10 quarters. The position peaked at $172K in Q4 2019. 91 funds tracked by Wall St. Rank hold OUNZ as of Q2 2021.

Wealthcare Advisory Partners reported no remaining VanEck Merk Gold Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,898 VanEck Merk Gold Trust shares in Q2 2021, an estimated $48K.
Wealthcare Advisory Partners first reported a position in VanEck Merk Gold Trust in Q3 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's VanEck Merk Gold Trust position peaked at $172K in Q4 2019.
91 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.