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Brighton Jones LLC’s VanEck Merk Gold Trust OUNZ Stock Holding History

Brighton Jones 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
2025
Q4 		– Sell
-5,424
Closed -$202K – 684
2025
Q3 		$202K Buy
+5,424
New +$181K ﹤0.01% 967

Other funds holding OUNZ

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PWA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brighton Jones LLC's OUNZ Position: Q4 2025 in Review

Brighton Jones LLC sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 5,424 shares — an estimated $202K sold.

Brighton Jones LLC first reported a position in OUNZ in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 257 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

  • Brighton Jones LLC reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 5,424 VanEck Merk Gold Trust shares in Q4 2025, an estimated $202K.
  • Brighton Jones LLC first reported a position in VanEck Merk Gold Trust in Q3 2025 and held it in 1 quarter.
  • Brighton Jones LLC's VanEck Merk Gold Trust position peaked at $202K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.