Betterment LLC’s VanEck Merk Gold Trust OUNZ Stock Holding History

Betterment LLC’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	–	Sell	-4,584	Closed	-$207K	–	685
2026 Q1	$207K	Buy	+4,584	New	+$215K	﹤0.01%	606

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Betterment LLC's OUNZ Position: Q2 2026 in Review

Betterment LLC sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 4,584 shares — an estimated $207K sold.

Betterment LLC first reported a position in OUNZ in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Betterment LLC reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
Betterment LLC sold 4,584 VanEck Merk Gold Trust shares in Q2 2026, an estimated $207K.
Betterment LLC first reported a position in VanEck Merk Gold Trust in Q1 2026 and held it in 1 quarter.
Betterment LLC's VanEck Merk Gold Trust position peaked at $207K in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.