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Atlantic Edge Private Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Atlantic Edge Private 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 		– Sell
-50
Closed -$2.25K – 638
2026
Q1 		$2.25K Buy
+50
New +$2.34K ﹤0.01% 526

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Raymond James Financial
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Envestnet Asset Management
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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

Atlantic Edge Private Wealth Management's OUNZ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 50 shares — an estimated $2.25K sold.

Atlantic Edge Private Wealth Management first reported a position in OUNZ in Q1 2026 and held it in 1 quarter. The position peaked at $2.25K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Atlantic Edge Private Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 50 VanEck Merk Gold Trust shares in Q2 2026, an estimated $2.25K.
  • Atlantic Edge Private Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2026 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's VanEck Merk Gold Trust position peaked at $2.25K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

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