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

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M 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. 67 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.
67 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.