Atria Investments’s VanEck Merk Gold Trust OUNZ Stock Holding History

Atria Investments’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	$3.73M	Buy	96,581 +11,326	+13%	+$491K	0.04%	488
2026 Q1	$3.84M	Sell	85,255 -12,437	-13%	-$583K	0.04%	451
2025 Q4	$4.05M	Sell	97,692 -3,382	-3%	-$135K	0.05%	450
2025 Q3	$3.76M	Buy	101,074 +5,640	+6%	+$188K	0.04%	486
2025 Q2	$3.04M	Buy	+95,434	New	+$3.02M	0.04%	558
2017 Q4	–	Sell	-24,128	Closed	-$305K	–	866
2017 Q3	$305K	Sell	24,128 -2,730	-10%	-$34.5K	0.02%	602
2017 Q2	$329K	Buy	26,858 +3,061	+13%	+$38K	0.02%	535
2017 Q1	$293K	Buy	+23,797	New	+$287K	0.02%	529

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

Atria Investments's OUNZ Position: Q2 2026 in Review

Atria Investments increased its VanEck Merk Gold Trust (OUNZ) stake by 13% in Q2 2026, buying an estimated $491K and bringing the position to 96,581 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #488.

Atria Investments first reported a position in OUNZ in Q1 2017 and has held it in 8 quarters since. The position peaked at $4.05M in Q4 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Atria Investments held 96,581 shares of VanEck Merk Gold Trust worth $3.73M as of Q2 2026.
Atria Investments bought 11,326 VanEck Merk Gold Trust shares in Q2 2026, an estimated $491K.
VanEck Merk Gold Trust made up 0.04% of Atria Investments's portfolio in Q2 2026, its #488 holding.
Atria Investments first reported a position in VanEck Merk Gold Trust in Q1 2017 and has held it in 8 quarters since.
Atria Investments's VanEck Merk Gold Trust position peaked at $4.05M in Q4 2025.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.