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Beacon Pointe Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Beacon Pointe Advisors’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 		$582K Sell
15,078
-11,986
-44% -$520K ﹤0.01% 1268
2026
Q1 		$1.22M Buy
27,064
+19,280
+248% +$904K 0.01% 922
2025
Q4 		$323K Buy
7,784
+25
+0.3% +$999 ﹤0.01% 1227
2025
Q3 		$289K Buy
7,759
+200
+3% +$6.67K ﹤0.01% 1196
2025
Q2 		$241K Sell
7,559
-900
-11% -$28.5K ﹤0.01% 1126
2025
Q1 		$255K Hold
8,459
– – ﹤0.01% 1075
2024
Q4 		$214K Sell
8,459
-375
-4% -$9.63K ﹤0.01% 1126
2024
Q3 		$224K Sell
8,834
-225
-2% -$5.38K ﹤0.01% 1118
2024
Q2 		$203K Sell
9,059
-2,050
-18% -$46.3K ﹤0.01% 1190
2024
Q1 		$239K Sell
11,109
-645
-5% -$12.9K ﹤0.01% 1189
2023
Q4 		$235K Sell
11,754
-203
-2% -$3.88K ﹤0.01% 1159
2023
Q3 		$214K Buy
+11,957
New +$223K ﹤0.01% 1202

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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
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

Beacon Pointe Advisors's OUNZ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 44% in Q2 2026, selling an estimated $520K and leaving 15,078 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Beacon Pointe Advisors first reported a position in OUNZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Beacon Pointe Advisors held 15,078 shares of VanEck Merk Gold Trust worth $582K as of Q2 2026.
  • Beacon Pointe Advisors sold 11,986 VanEck Merk Gold Trust shares in Q2 2026, an estimated $520K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1268 holding.
  • Beacon Pointe Advisors first reported a position in VanEck Merk Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's VanEck Merk Gold Trust position peaked at $1.22M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.