Bank of America
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Bank of America’s VanEck Merk Gold Trust OUNZ Stock Holding History

Bank of America’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
Q1 		– Sell
-6,525
Closed -$271K – 6556
2025
Q4 		$271K Buy
+6,525
New +$261K ﹤0.01% 5196
2025
Q3 		– Sell
-150
Closed -$4.78K – 8579
2025
Q2 		$4.78K Sell
150
-783
-84% -$24.8K ﹤0.01% 7303
2025
Q1 		$28.1K Buy
933
+488
+110% +$13.5K ﹤0.01% 6880
2024
Q4 		$11.3K Buy
+445
New +$11.4K ﹤0.01% 6950
2024
Q1 		– Sell
-50
Closed -$998 – 8067
2023
Q4 		$998 Sell
50
-56
-53% -$1.07K ﹤0.01% 7204
2023
Q3 		$1.9K Sell
106
-130
-55% -$2.42K ﹤0.01% 7154
2023
Q2 		$4.39K Sell
236
-20
-8% -$383 ﹤0.01% 7018
2023
Q1 		$4.89K Buy
+256
New +$4.7K ﹤0.01% 7075
2022
Q4 		– Sell
-11
Closed – – 8371
2022
Q3 		$0 Sell
11
-709
-98% -$11.9K ﹤0.01% 8087
2022
Q2 		$12K Buy
720
+539
+298% +$9.8K ﹤0.01% 7347
2022
Q1 		$3K Buy
+181
New +$3.31K ﹤0.01% 7987
2021
Q4 		– Sell
-345
Closed -$6K – 8526
2021
Q3 		$6K Buy
+345
New +$6.01K ﹤0.01% 7698
2020
Q4 		– Sell
-150
Closed -$3K – 7290
2020
Q3 		$3K Buy
+150
New +$2.8K ﹤0.01% 6662
2020
Q1 		– Sell
-200
Closed -$3K – 7132
2019
Q4 		$3K Buy
+200
New +$2.9K ﹤0.01% 6843

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America's OUNZ Position: Q1 2026 in Review

Bank of America sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2026, closing a stake of 6,525 shares — an estimated $271K sold.

Bank of America first reported a position in OUNZ in Q4 2019 and held it in 14 quarters. The position peaked at $271K in Q4 2025. 291 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Bank of America reported no remaining VanEck Merk Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 6,525 VanEck Merk Gold Trust shares in Q1 2026, an estimated $271K.
  • Bank of America first reported a position in VanEck Merk Gold Trust in Q4 2019 and held it in 14 quarters.
  • Bank of America's VanEck Merk Gold Trust position peaked at $271K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.