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

Ameritas Advisory Services’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	$18.8M	Buy	486,660 +235,673	+94%	+$10.2M	0.38%	64
2026 Q1	$11.3M	Sell	250,987 -13,214	-5%	-$620K	0.44%	56
2025 Q4	$11M	Sell	264,201 -4,168	-2%	-$167K	0.41%	59
2025 Q3	$9.98M	Buy	268,369 +60,822	+29%	+$2.03M	0.65%	29
2025 Q2	$6.62M	Sell	207,547 -38,692	-16%	-$1.23M	0.35%	49
2025 Q1	$6.3M	Sell	246,239 -32,664	-12%	-$903K	0.25%	79
2024 Q4	$7.06M	Buy	278,903 +53,702	+24%	+$1.38M	0.24%	79
2024 Q3	$5.72M	Sell	225,201 -10,168	-4%	-$243K	0.25%	95
2024 Q2	$5.29M	Buy	235,369 +24,103	+11%	+$544K	0.2%	105
2024 Q1	$4.7M	Buy	211,266 +186,726	+761%	+$3.74M	0.19%	103
2023 Q4	$481K	Sell	24,540 -104,358	-81%	-$2M	0.03%	434
2023 Q3	$2.43M	Buy	128,898 +10,152	+9%	+$189K	0.12%	176
2023 Q2	$2.21M	Buy	118,746 +17,644	+17%	+$338K	0.28%	78
2023 Q1	$1.93M	Buy	+101,102	New	+$1.85M	0.1%	198
2022 Q3	–	Sell	-85,476	Closed	-$1.5M	–	797
2022 Q2	$1.5M	Sell	85,476 -35,310	-29%	-$642K	0.09%	225
2022 Q1	$2.27M	Buy	120,786 +64,450	+114%	+$1.18M	0.08%	193
2021 Q4	$1M	Buy	+56,336	New	+$984K	0.04%	333

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

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

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

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

Ameritas Advisory Services increased its VanEck Merk Gold Trust (OUNZ) stake by 94% in Q2 2026, buying an estimated $10.2M and bringing the position to 486,660 shares worth $18.8M. The position accounts for 0.38% of the portfolio, ranked #64.

Ameritas Advisory Services first reported a position in OUNZ in Q4 2021 and has held it in 17 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Ameritas Advisory Services held 486,660 shares of VanEck Merk Gold Trust worth $18.8M as of Q2 2026.
Ameritas Advisory Services bought 235,673 VanEck Merk Gold Trust shares in Q2 2026, an estimated $10.2M.
VanEck Merk Gold Trust made up 0.38% of Ameritas Advisory Services's portfolio in Q2 2026, its #64 holding.
Ameritas Advisory Services first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 17 quarters since.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.