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World Equity Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

World Equity 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
2023
Q4 		– Sell
-115,953
Closed -$2.07M – 360
2023
Q3 		$2.07M Buy
+115,953
New +$2.16M 0.43% 55

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 $445B AUM 25.58% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

World Equity Group's OUNZ Position: Q4 2023 in Review

World Equity Group sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2023, closing a stake of 115,953 shares — an estimated $2.07M sold.

World Equity Group first reported a position in OUNZ in Q3 2023 and held it in 1 quarter. The position peaked at $2.07M in Q3 2023. 128 funds tracked by Wall St. Rank hold OUNZ as of Q4 2023.

  • World Equity Group reported no remaining VanEck Merk Gold Trust position as of Q4 2023 after selling out during the quarter.
  • World Equity Group sold 115,953 VanEck Merk Gold Trust shares in Q4 2023, an estimated $2.07M.
  • World Equity Group first reported a position in VanEck Merk Gold Trust in Q3 2023 and held it in 1 quarter.
  • World Equity Group's VanEck Merk Gold Trust position peaked at $2.07M in Q3 2023.
  • 128 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.