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

Accurate 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	$2.74M	Buy	69,356 +11,417	+20%	+$495K	0.26%	82
2026 Q1	$2.65M	Buy	57,939 +11,238	+24%	+$527K	0.32%	67
2025 Q4	$2.03M	Buy	46,701 +11,607	+33%	+$464K	0.26%	101
2025 Q3	$1.4M	Buy	35,094 +9,249	+36%	+$308K	0.19%	129
2025 Q2	$828K	Buy	25,845 +13,895	+116%	+$440K	0.13%	177
2025 Q1	$372K	Buy	+11,950	New	+$330K	0.07%	244

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

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

Accurate Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 20% in Q2 2026, buying an estimated $495K and bringing the position to 69,356 shares worth $2.74M. The position accounts for 0.26% of the portfolio, ranked #82.

Accurate Wealth Management first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Accurate Wealth Management held 69,356 shares of VanEck Merk Gold Trust worth $2.74M as of Q2 2026.
Accurate Wealth Management bought 11,417 VanEck Merk Gold Trust shares in Q2 2026, an estimated $495K.
VanEck Merk Gold Trust made up 0.26% of Accurate Wealth Management's portfolio in Q2 2026, its #82 holding.
Accurate Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.