Atria Wealth Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-20,950	Closed	-$631K	–	1771
2025 Q1	$631K	Buy	+20,950	New	+$579K	0.01%	1084
2022 Q4	–	Sell	-61,812	Closed	-$997K	–	1862
2022 Q3	$997K	Sell	61,812 -781	-1%	-$13.1K	0.02%	712
2022 Q2	$1.1M	Sell	62,593 -2,860	-4%	-$52K	0.02%	654
2022 Q1	$1.23M	Buy	+65,453	New	+$1.2M	0.02%	642

Other funds holding OUNZ

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Atria Wealth Solutions's OUNZ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2025, closing a stake of 20,950 shares — an estimated $631K sold.

Atria Wealth Solutions first reported a position in OUNZ in Q1 2022 and held it in 4 quarters. The position peaked at $1.23M in Q1 2022. 206 funds tracked by Wall St. Rank hold OUNZ as of Q2 2025.

Atria Wealth Solutions reported no remaining VanEck Merk Gold Trust position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 20,950 VanEck Merk Gold Trust shares in Q2 2025, an estimated $631K.
Atria Wealth Solutions first reported a position in VanEck Merk Gold Trust in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's VanEck Merk Gold Trust position peaked at $1.23M in Q1 2022.
206 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.