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Atwood & Palmer’s VanEck Merk Gold Trust OUNZ Stock Holding History

Atwood & Palmer’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 		$28.9K Hold
749
– – ﹤0.01% 294
2026
Q1 		$33.7K Hold
749
– – ﹤0.01% 275
2025
Q4 		$31.1K Hold
749
– – ﹤0.01% 278
2025
Q3 		$27.9K Hold
749
– – ﹤0.01% 300
2025
Q2 		$23.9K Hold
749
– – ﹤0.01% 305
2025
Q1 		$22.6K Hold
749
– – ﹤0.01% 285
2024
Q4 		$18.9K Hold
749
– – ﹤0.01% 292
2024
Q3 		$19K Hold
749
– – ﹤0.01% 294
2024
Q2 		$16.8K Buy
+749
New +$16.9K ﹤0.01% 314

Other funds holding OUNZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Atwood & Palmer's OUNZ Position: Q2 2026 in Review

Atwood & Palmer held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 749 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Atwood & Palmer first reported a position in OUNZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $33.7K in Q1 2026. 44 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Atwood & Palmer held 749 shares of VanEck Merk Gold Trust worth $28.9K as of Q2 2026.
  • Atwood & Palmer left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #294 holding.
  • Atwood & Palmer first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • Atwood & Palmer's VanEck Merk Gold Trust position peaked at $33.7K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.