BB
OUNZ icon

Berkshire Bank’s VanEck Merk Gold Trust OUNZ Stock Holding History

Berkshire Bank’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 		$551K Sell
14,273
-350
-2% -$15.2K 0.11% 108
2026
Q1 		$659K Buy
14,623
+3,320
+29% +$156K 0.14% 93
2025
Q4 		$469K Buy
11,303
+175
+2% +$7K 0.1% 106
2025
Q3 		$414K Buy
+11,128
New +$371K 0.09% 113

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Berkshire Bank's OUNZ Position: Q2 2026 in Review

Berkshire Bank reduced its VanEck Merk Gold Trust (OUNZ) stake by 2.4% in Q2 2026, selling an estimated $15.2K and leaving 14,273 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #108.

Berkshire Bank first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $659K in Q1 2026. 129 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Berkshire Bank held 14,273 shares of VanEck Merk Gold Trust worth $551K as of Q2 2026.
  • Berkshire Bank sold 350 VanEck Merk Gold Trust shares in Q2 2026, an estimated $15.2K.
  • VanEck Merk Gold Trust made up 0.11% of Berkshire Bank's portfolio in Q2 2026, its #108 holding.
  • Berkshire Bank first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Berkshire Bank's VanEck Merk Gold Trust position peaked at $659K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.