WI
OUNZ icon

Wintrust Investments’s VanEck Merk Gold Trust OUNZ Stock Holding History

Wintrust Investments’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
Q3 		– Sell
-1,000
Closed -$268K – 374
2021
Q2 		$268K Buy
+1,000
New +$17.7K 0.03% 360

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OPS
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P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
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
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wintrust Investments's OUNZ Position: Q3 2021 in Review

Wintrust Investments sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2021, closing a stake of 1,000 shares — an estimated $268K sold.

Wintrust Investments first reported a position in OUNZ in Q2 2021 and held it in 1 quarter. The position peaked at $268K in Q2 2021. 94 funds tracked by Wall St. Rank hold OUNZ as of Q3 2021.

  • Wintrust Investments reported no remaining VanEck Merk Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Wintrust Investments sold 1,000 VanEck Merk Gold Trust shares in Q3 2021, an estimated $268K.
  • Wintrust Investments first reported a position in VanEck Merk Gold Trust in Q2 2021 and held it in 1 quarter.
  • Wintrust Investments's VanEck Merk Gold Trust position peaked at $268K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2021.

Based on Wintrust Investments's 13F filing for Q3 2021, filed 12 Nov 2021.