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Brookstone Capital Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Brookstone Capital Management’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 		$1.73M Sell
44,713
-61,897
-58% -$2.69M 0.02% 534
2026
Q1 		$4.8M Buy
+106,610
New +$5M 0.05% 329
2024
Q3 		– Sell
-9,201
Closed -$218K – 1030
2024
Q2 		$218K Sell
9,201
-8,208
-47% -$185K ﹤0.01% 888
2024
Q1 		$374K Buy
17,409
+1,788
+11% +$35.8K 0.01% 697
2023
Q4 		$312K Buy
+15,621
New +$299K 0.01% 699

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM

Brookstone Capital Management's OUNZ Position: Q2 2026 in Review

Brookstone Capital Management reduced its VanEck Merk Gold Trust (OUNZ) stake by 58% in Q2 2026, selling an estimated $2.69M and leaving 44,713 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #534.

Brookstone Capital Management first reported a position in OUNZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.8M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Brookstone Capital Management held 44,713 shares of VanEck Merk Gold Trust worth $1.73M as of Q2 2026.
  • Brookstone Capital Management sold 61,897 VanEck Merk Gold Trust shares in Q2 2026, an estimated $2.69M.
  • VanEck Merk Gold Trust made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #534 holding.
  • Brookstone Capital Management first reported a position in VanEck Merk Gold Trust in Q4 2023 and has held it in 5 quarters since.
  • Brookstone Capital Management's VanEck Merk Gold Trust position peaked at $4.8M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.