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Advisory Services Network’s VanEck Merk Gold Trust OUNZ Stock Holding History

Advisory Services Network’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 		$9.55M Buy
247,389
+41,695
+20% +$1.81M 0.11% 191
2026
Q1 		$9.27M Buy
205,694
+14,427
+8% +$676K 0.12% 172
2025
Q4 		$7.93M Buy
191,267
+10,224
+6% +$409K 0.11% 195
2025
Q3 		$6.73M Buy
181,043
+14,314
+9% +$477K 0.1% 221
2025
Q2 		$5.29M Buy
166,729
+24,094
+17% +$763K 0.09% 254
2025
Q1 		$4.3M Buy
142,635
+15,438
+12% +$427K 0.08% 272
2024
Q4 		$3.22M Buy
127,197
+111,899
+731% +$2.87M 0.06% 351
2024
Q3 		$344K Hold
15,298
– – 0.01% 1150
2024
Q2 		$344K Buy
+15,298
New +$346K 0.01% 1150
2024
Q1 		– Sell
-8,329
Closed -$166K – 2971
2023
Q4 		$166K Buy
+8,329
New +$159K ﹤0.01% 1378
2023
Q2 		– Sell
-3,000
Closed -$57.3K – 2954
2023
Q1 		$57.3K Hold
3,000
– – ﹤0.01% 1951
2022
Q4 		$53.1K Buy
+3,000
New +$50.4K ﹤0.01% 1940
2021
Q1 		– Sell
-1,828
Closed -$34K – 2446
2020
Q4 		$34K Buy
1,828
+1,800
+6,429% +$32.9K ﹤0.01% 1876
2020
Q3 		$1K Buy
+28
New +$523 ﹤0.01% 3368
2020
Q2 		– Sell
-4,400
Closed -$68K – 2212
2020
Q1 		$68K Sell
4,400
-3,750
-46% -$58K ﹤0.01% 1232
2019
Q4 		$121K Buy
+8,150
New +$118K 0.01% 1081

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM

Advisory Services Network's OUNZ Position: Q2 2026 in Review

Advisory Services Network increased its VanEck Merk Gold Trust (OUNZ) stake by 20% in Q2 2026, buying an estimated $1.81M and bringing the position to 247,389 shares worth $9.55M. The position accounts for 0.11% of the portfolio, ranked #191.

Advisory Services Network first reported a position in OUNZ in Q4 2019 and has held it in 16 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Advisory Services Network held 247,389 shares of VanEck Merk Gold Trust worth $9.55M as of Q2 2026.
  • Advisory Services Network bought 41,695 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.81M.
  • VanEck Merk Gold Trust made up 0.11% of Advisory Services Network's portfolio in Q2 2026, its #191 holding.
  • Advisory Services Network first reported a position in VanEck Merk Gold Trust in Q4 2019 and has held it in 16 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.