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OUNZ icon

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 $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return