WR Wealth Planners’s VanEck Merk Gold Trust OUNZ Stock Holding History

WR Wealth Planners’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 Q4	$127K	Hold	5,000	–	–	0.04%	203
2024 Q3	$127K	Hold	5,000	–	–	0.04%	238
2024 Q2	$112K	Hold	5,000	–	–	0.03%	233
2024 Q1	$107K	Buy	+5,000	New	+$100K	0.03%	243
2023 Q4	–	Sell	-5,000	Closed	-$89.5K	–	641
2023 Q3	$89.5K	Hold	5,000	–	–	0.03%	257
2023 Q2	$93K	Hold	5,000	–	–	0.04%	249
2023 Q1	$95.5K	Buy	+5,000	New	+$91.7K	0.04%	239

Other funds holding OUNZ

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's OUNZ Position: Q4 2024 in Review

WR Wealth Planners held its VanEck Merk Gold Trust (OUNZ) position steady in Q4 2024 at 5,000 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #203.

WR Wealth Planners first reported a position in OUNZ in Q1 2023 and has held it in 7 quarters since. The position peaked at $127K in Q3 2024. 162 funds tracked by Wall St. Rank hold OUNZ as of Q4 2024.

WR Wealth Planners held 5,000 shares of VanEck Merk Gold Trust worth $127K as of Q4 2024.
WR Wealth Planners left its VanEck Merk Gold Trust share count unchanged in Q4 2024.
VanEck Merk Gold Trust made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #203 holding.
WR Wealth Planners first reported a position in VanEck Merk Gold Trust in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's VanEck Merk Gold Trust position peaked at $127K in Q3 2024.
162 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.