Advisornet Financial’s VanEck Merk Gold Trust OUNZ Stock Holding History

Advisornet Financial’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
2025 Q4	–	Sell	-1,261	Closed	-$46.9K	–	2326
2025 Q3	$46.9K	Hold	1,261	–	–	﹤0.01%	1042
2025 Q2	$40.2K	Sell	1,261 -318	-20%	-$10.1K	﹤0.01%	1068
2025 Q1	$47.6K	Hold	1,579	–	–	﹤0.01%	953
2024 Q4	$39.9K	Hold	1,579	–	–	﹤0.01%	946
2024 Q3	$40.1K	Hold	1,579	–	–	﹤0.01%	969
2024 Q2	$35.5K	Buy	+1,579	New	+$35.7K	﹤0.01%	931
2024 Q1	–	Sell	-150	Closed	-$2.99K	–	2387
2023 Q4	$2.99K	Hold	150	–	–	﹤0.01%	1610
2023 Q3	$2.68K	Hold	150	–	–	﹤0.01%	1562
2023 Q2	$2.79K	Hold	150	–	–	﹤0.01%	1640
2023 Q1	$2.87K	Hold	150	–	–	﹤0.01%	1610
2022 Q4	$2.65K	Hold	150	–	–	﹤0.01%	1603
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	1689
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	1634
2022 Q1	$3K	Buy	+150	New	+$2.74K	﹤0.01%	1737
2019 Q2	–	Sell	-90	Closed	-$1K	–	1763
2019 Q1	$1K	Buy	+90	New	+$1.15K	﹤0.01%	1520
2018 Q3	–	Sell	-2,007	Closed	-$25K	–	1575
2018 Q2	$25K	Buy	+2,007	New	+$25.8K	﹤0.01%	891

Other funds holding OUNZ

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

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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisornet Financial's OUNZ Position: Q4 2025 in Review

Advisornet Financial sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 1,261 shares — an estimated $46.9K sold.

Advisornet Financial first reported a position in OUNZ in Q2 2018 and held it in 16 quarters. The position peaked at $47.6K in Q1 2025. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

Advisornet Financial reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 1,261 VanEck Merk Gold Trust shares in Q4 2025, an estimated $46.9K.
Advisornet Financial first reported a position in VanEck Merk Gold Trust in Q2 2018 and held it in 16 quarters.
Advisornet Financial's VanEck Merk Gold Trust position peaked at $47.6K in Q1 2025.
256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.