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 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 New York $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisory Services Network's OUNZ Position: Q1 2026 in Review

Advisory Services Network increased its VanEck Merk Gold Trust (OUNZ) stake by 7.5% in Q1 2026, buying an estimated $676K and bringing the position to 205,694 shares worth $9.27M. The position accounts for 0.12% of the portfolio, ranked #172.

Advisory Services Network first reported a position in OUNZ in Q4 2019 and has held it in 15 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Advisory Services Network held 205,694 shares of VanEck Merk Gold Trust worth $9.27M as of Q1 2026.
Advisory Services Network bought 14,427 VanEck Merk Gold Trust shares in Q1 2026, an estimated $676K.
VanEck Merk Gold Trust made up 0.12% of Advisory Services Network's portfolio in Q1 2026, its #172 holding.
Advisory Services Network first reported a position in VanEck Merk Gold Trust in Q4 2019 and has held it in 15 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.