Arax Advisory Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Arax Advisory Partners’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	$1.67M	Buy	43,262 +12,100	+39%	+$525K	0.01%	931
2026 Q1	$1.4M	Hold	31,162	–	–	0.04%	356
2025 Q4	$1.29M	Hold	31,162	–	–	0.04%	325
2025 Q3	$1.16M	Hold	31,162	–	–	0.02%	604
2025 Q2	$994K	Buy	+31,162	New	+$987K	0.05%	255

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

Arax Advisory Partners's OUNZ Position: Q2 2026 in Review

Arax Advisory Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 39% in Q2 2026, buying an estimated $525K and bringing the position to 43,262 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #931.

Arax Advisory Partners first reported a position in OUNZ in Q2 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Arax Advisory Partners held 43,262 shares of VanEck Merk Gold Trust worth $1.67M as of Q2 2026.
Arax Advisory Partners bought 12,100 VanEck Merk Gold Trust shares in Q2 2026, an estimated $525K.
VanEck Merk Gold Trust made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #931 holding.
Arax Advisory Partners first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 5 quarters since.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.