Number of Shares
137,952.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
3.41%
Total Estimate Gain
$946,372.72
% of Total Estimate Gain
26.80%

PETRA FINANCIAL ADVISORS INC's VanEck Merk Gold ETF Holding Summary

As of 2025-03-31, PETRA FINANCIAL ADVISORS INC held 137,952.00 shares of VanEck Merk Gold ETF(OUNZ), totaling $4.16 Mil. This investment constitutes 3.41% of their stock portfolio, and PETRA FINANCIAL ADVISORS INC now holds 0.27% of the outstanding VanEck Merk Gold ETF(OUNZ) stock.

The initial trade took place in 2024Q3. And since then PETRA FINANCIAL ADVISORS INC has made 3 purchases of OUNZ, at an average price of $25.60, for a total of 137,952.00 shares. Based on historical transaction data and OUNZ's current price of $32.46, PETRA FINANCIAL ADVISORS INC's estimated gain on his OUNZ holdings is $946,372.72, reflecting a 26.80% gain to date.

PETRA FINANCIAL ADVISORS INC OUNZ ($32.46) Holding Chart

PETRA FINANCIAL ADVISORS INC OUNZ ($32.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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