AdvisorNet Financial, Inc OUNZ VAN ECK MERK GOLD TRUST

Ownership history in AdvisorNet Financial, Inc  ·  16 quarters on record

AI Ownership Summary

AdvisorNet Financial, Inc reported VAN ECK MERK GOLD TRUST (OUNZ) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows OUNZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OUNZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorNet Financial, Inc's position in VAN ECK MERK GOLD TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OUNZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AdvisorNet Financial, Inc held OUNZ — position size vs. price
% of Fund (quarterly)    OUNZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,261 0% 0.00% $47K 2025-10-09 $38.24
2025 Q2 REDUCED 20.1% +15.7% 1,261 -318 -20.1% 0.00% $40K 2025-07-14 $32.22
2025 Q1 UNCHANGED 1,579 0% 0.00% $48K 2025-04-07 $28.68
2024 Q4 UNCHANGED 1,579 0% 0.00% $40K 2025-01-13 $25.68
2024 Q3 UNCHANGED 1,579 0% 0.00% $40K 2024-10-15 $25.70
2024 Q2 ADDED 1,579 +1,429 +952.7% 0.00% $35K 2024-07-16 $23.84
2023 Q4 UNCHANGED 150 0% 0.00% $3K 2024-01-19 $19.61
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AdvisorNet Financial, Inc and OUNZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdvisorNet Financial, Inc reported owning OUNZ?

AdvisorNet Financial, Inc reported OUNZ across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported OUNZ position in AdvisorNet Financial, Inc's portfolio?

The largest reported portfolio weight for OUNZ was 0.00% in 2025 Q1.

What is the latest reported OUNZ position on this page?

The most recent filing on this page is 2025 Q3, when AdvisorNet Financial, Inc reported 1,261 shares, equal to 0.00% of portfolio, with an estimated market value of $47K.

What does the chart on this OUNZ ownership page compare?

The chart compares AdvisorNet Financial, Inc's quarterly OUNZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AdvisorNet Financial, Inc time their OUNZ position?

Based on 13F filing dates vs. subsequent OUNZ price moves, AdvisorNet Financial, Inc correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on OUNZ relative to SPY over the holding period was +171.8%.

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