WA
OUNZ icon

Wealthstar Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Wealthstar 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
2024
Q2 		$9.21M Buy
+409,946
New +$9.26M 7.47% 5

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Wealthstar Advisors's OUNZ Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2024: 409,946 shares worth $9.21M. The stake represents 7.47% of the portfolio and ranks #5 among its holdings.

137 funds tracked by Wall St. Rank hold OUNZ as of Q2 2024.

  • Wealthstar Advisors held 409,946 shares of VanEck Merk Gold Trust worth $9.21M as of Q2 2024.
  • VanEck Merk Gold Trust was a new Wealthstar Advisors position in Q2 2024.
  • VanEck Merk Gold Trust made up 7.47% of Wealthstar Advisors's portfolio in Q2 2024, its #5 holding.
  • 137 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.