Bank of America
OUNZ icon

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 – 6563
2025
Q4 		$271K Buy
+6,525
New +$261K ﹤0.01% 5196
2025
Q3 		– Sell
-150
Closed -$4.78K – 8589
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 – 8070
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% 8092
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 – 8527
2021
Q3 		$6K Buy
+345
New +$6.01K ﹤0.01% 7698
2020
Q4 		– Sell
-150
Closed -$3K – 7293
2020
Q3 		$3K Buy
+150
New +$2.8K ﹤0.01% 6662
2020
Q1 		– Sell
-200
Closed -$3K – 7136
2019
Q4 		$3K Buy
+200
New +$2.9K ﹤0.01% 6843

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return