Betterment LLC
OUNZ icon

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
Q1 		$207K Buy
+4,584
New +$215K ﹤0.01% 606

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PWA
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Envestnet Asset Management
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Betterment LLC's OUNZ Position: Q1 2026 in Review

Betterment LLC opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2026: 4,584 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings.

289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Betterment LLC held 4,584 shares of VanEck Merk Gold Trust worth $207K as of Q1 2026.
  • VanEck Merk Gold Trust was a new Betterment LLC position in Q1 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #606 holding.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.