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Cadence Bank’s VanEck Merk Gold Trust OUNZ Stock Holding History

Cadence Bank’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 		$1.15M Buy
27,606
+2,204
+9% +$88.1K 0.07% 161
2025
Q3 		$945K Buy
25,402
+14,983
+144% +$500K 0.06% 175
2025
Q2 		$332K Buy
10,419
+1,096
+12% +$34.7K 0.02% 270
2025
Q1 		$281K Sell
9,323
-933
-9% -$25.8K 0.02% 283
2024
Q4 		$259K Sell
10,256
-1,332
-11% -$34.2K 0.02% 290
2024
Q3 		$294K Sell
11,588
-857
-7% -$20.5K 0.02% 274
2024
Q2 		$280K Sell
12,445
-534
-4% -$12.1K 0.02% 249
2024
Q1 		$279K Sell
12,979
-17,222
-57% -$345K 0.02% 287
2023
Q4 		$603K Hold
30,201
– – 0.05% 205
2023
Q3 		$540K Buy
30,201
+1,234
+4% +$23K 0.05% 206
2023
Q2 		$539K Sell
28,967
-1,569
-5% -$30.1K 0.05% 215
2023
Q1 		$583K Sell
30,536
-9,162
-23% -$168K 0.05% 206
2022
Q4 		$702K Buy
39,698
+236
+0.6% +$3.96K 0.06% 188
2022
Q3 		$636K Buy
39,462
+447
+1% +$7.49K 0.07% 179
2022
Q2 		$684K Buy
+39,015
New +$709K 0.1% 105

Other funds holding OUNZ

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
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 22.96% 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

Cadence Bank's OUNZ Position: Q4 2025 in Review

Cadence Bank increased its VanEck Merk Gold Trust (OUNZ) stake by 8.7% in Q4 2025, buying an estimated $88.1K and bringing the position to 27,606 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #161.

Cadence Bank first reported a position in OUNZ in Q2 2022 and has held it in 15 quarters since. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

  • Cadence Bank held 27,606 shares of VanEck Merk Gold Trust worth $1.15M as of Q4 2025.
  • Cadence Bank bought 2,204 VanEck Merk Gold Trust shares in Q4 2025, an estimated $88.1K.
  • VanEck Merk Gold Trust made up 0.07% of Cadence Bank's portfolio in Q4 2025, its #161 holding.
  • Cadence Bank first reported a position in VanEck Merk Gold Trust in Q2 2022 and has held it in 15 quarters since.
  • 256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.