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

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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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. 44 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.
44 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.