Ares Financial Consulting
OUNZ icon

Ares Financial Consulting’s VanEck Merk Gold Trust OUNZ Stock Holding History

Ares Financial Consulting’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
Q3 		$110K Buy
2,762
+61
+2% +$2.5K 0.08% 136
2026
Q2 		$104K Buy
2,701
+93
+4% +$4.04K 0.07% 145
2026
Q1 		$120K Buy
2,608
+885
+51% +$41.5K 0.09% 109
2025
Q4 		$71.5K Buy
+1,723
New +$68.9K 0.07% 128

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Cetera Investment Advisers
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Raymond James Financial
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Boulay Financial Advisors
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Asset One Wealth Management
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Shufro Rose & Co
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ares Financial Consulting's OUNZ Position: Q3 2026 in Review

Ares Financial Consulting increased its VanEck Merk Gold Trust (OUNZ) stake by 2.3% in Q3 2026, buying an estimated $2.5K and bringing the position to 2,762 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #136.

Ares Financial Consulting first reported a position in OUNZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $120K in Q1 2026. 259 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

  • Ares Financial Consulting held 2,762 shares of VanEck Merk Gold Trust worth $110K as of Q3 2026.
  • Ares Financial Consulting bought 61 VanEck Merk Gold Trust shares in Q3 2026, an estimated $2.5K.
  • VanEck Merk Gold Trust made up 0.08% of Ares Financial Consulting's portfolio in Q3 2026, its #136 holding.
  • Ares Financial Consulting first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's VanEck Merk Gold Trust position peaked at $120K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.