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Bravera Wealth’s VanEck Merk Gold Trust OUNZ Stock Holding History

Bravera Wealth’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 		$16.6K Hold
429
– – 0.01% 240
2026
Q1 		$19.3K Buy
+429
New +$20.1K 0.01% 243

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Bravera Wealth's OUNZ Position: Q2 2026 in Review

Bravera Wealth held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 429 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #240.

Bravera Wealth first reported a position in OUNZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.3K in Q1 2026. 72 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Bravera Wealth held 429 shares of VanEck Merk Gold Trust worth $16.6K as of Q2 2026.
  • Bravera Wealth left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #240 holding.
  • Bravera Wealth first reported a position in VanEck Merk Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Bravera Wealth's VanEck Merk Gold Trust position peaked at $19.3K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.