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Benjamin Edwards Inc’s VanEck Merk Gold Trust OUNZ Stock Holding History

Benjamin Edwards Inc’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 		$915K Sell
23,700
-266
-1% -$11.5K 0.01% 838
2026
Q1 		$1.08M Sell
23,966
-1,349
-5% -$63.3K 0.01% 733
2025
Q4 		$1.05M Sell
25,315
-1,501
-6% -$60K 0.01% 698
2025
Q3 		$997K Buy
26,816
+4,378
+20% +$146K 0.01% 692
2025
Q2 		$716K Buy
22,438
+15,199
+210% +$481K 0.01% 735
2025
Q1 		$218K Buy
+7,239
New +$200K ﹤0.01% 1020

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

Benjamin Edwards Inc's OUNZ Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its VanEck Merk Gold Trust (OUNZ) stake by 1.1% in Q2 2026, selling an estimated $11.5K and leaving 23,700 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #838.

Benjamin Edwards Inc first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Benjamin Edwards Inc held 23,700 shares of VanEck Merk Gold Trust worth $915K as of Q2 2026.
  • Benjamin Edwards Inc sold 266 VanEck Merk Gold Trust shares in Q2 2026, an estimated $11.5K.
  • VanEck Merk Gold Trust made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #838 holding.
  • Benjamin Edwards Inc first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Benjamin Edwards Inc's VanEck Merk Gold Trust position peaked at $1.08M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.