Abound Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Abound Wealth Management’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
2026 Q2	$39	Hold	1	–	–	﹤0.01%	1345
2026 Q1	$46	Hold	1	–	–	﹤0.01%	1472
2025 Q4	$42	Hold	1	–	–	﹤0.01%	1418
2025 Q3	$38	Hold	1	–	–	﹤0.01%	1344
2025 Q2	$32	Hold	1	–	–	﹤0.01%	1289
2025 Q1	$31	Hold	1	–	–	﹤0.01%	1260
2024 Q4	$26	Buy	+1	New	+$26	﹤0.01%	1222

Other funds holding OUNZ

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Abound Wealth Management's OUNZ Position: Q2 2026 in Review

Abound Wealth Management held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Abound Wealth Management first reported a position in OUNZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $46 in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Abound Wealth Management held 1 share of VanEck Merk Gold Trust worth $39 as of Q2 2026.
Abound Wealth Management left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1345 holding.
Abound Wealth Management first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 7 quarters since.
Abound Wealth Management's VanEck Merk Gold Trust position peaked at $46 in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.