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

AE 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 Q1	$20.1M	Buy	446,086 +437,945	+5,379%	+$20.5M	0.11%	202
2025 Q4	$338K	Buy	+8,141	New	+$325K	﹤0.01%	1249
2024 Q1	–	Sell	-22,721	Closed	-$444K	–	1733
2023 Q4	$444K	Sell	22,721 -64,423	-74%	-$1.23M	﹤0.01%	1510
2023 Q3	$1.56M	Sell	87,144 -251	-0.3%	-$4.68K	0.01%	931
2023 Q2	$1.63M	Buy	87,395 +3,585	+4%	+$68.7K	0.01%	903
2023 Q1	$1.6M	Buy	+83,810	New	+$1.54M	0.01%	876
2021 Q1	–	Sell	-93,582	Closed	-$1.73M	–	1548
2020 Q4	$1.73M	Sell	93,582 -13,972	-13%	-$256K	0.02%	545
2020 Q3	$1.98M	Buy	+107,554	New	+$2.01M	0.03%	422

Other funds holding OUNZ

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

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 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

AE Wealth Management's OUNZ Position: Q1 2026 in Review

AE Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 5,379% in Q1 2026, buying an estimated $20.5M and bringing the position to 446,086 shares worth $20.1M. The position accounts for 0.11% of the portfolio, ranked #202.

AE Wealth Management first reported a position in OUNZ in Q3 2020 and has held it in 8 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

AE Wealth Management held 446,086 shares of VanEck Merk Gold Trust worth $20.1M as of Q1 2026.
AE Wealth Management bought 437,945 VanEck Merk Gold Trust shares in Q1 2026, an estimated $20.5M.
VanEck Merk Gold Trust made up 0.11% of AE Wealth Management's portfolio in Q1 2026, its #202 holding.
AE Wealth Management first reported a position in VanEck Merk Gold Trust in Q3 2020 and has held it in 8 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.