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

Apollon 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
Q2 		$442K Buy
11,445
+3,093
+37% +$134K 0.01% 1077
2026
Q1 		$376K Buy
+8,352
New +$392K 0.01% 994

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

Apollon Wealth Management's OUNZ Position: Q2 2026 in Review

Apollon Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 37% in Q2 2026, buying an estimated $134K and bringing the position to 11,445 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #1077.

Apollon Wealth Management first reported a position in OUNZ in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Apollon Wealth Management held 11,445 shares of VanEck Merk Gold Trust worth $442K as of Q2 2026.
  • Apollon Wealth Management bought 3,093 VanEck Merk Gold Trust shares in Q2 2026, an estimated $134K.
  • VanEck Merk Gold Trust made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1077 holding.
  • Apollon Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.