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Camarda Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Camarda Financial Advisors’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 		$1.15M Sell
29,792
-50,711
-63% -$2.2M 0.35% 69
2026
Q1 		$3.63M Sell
80,503
-6,293
-7% -$295K 1.91% 7
2025
Q4 		$3.6M Sell
86,796
-15,030
-15% -$601K 1.37% 18
2025
Q3 		$3.79M Buy
101,826
+92,994
+1,053% +$3.1M 1.4% 16
2025
Q2 		$282K Sell
8,832
-2,240
-20% -$70.9K 0.11% 93
2025
Q1 		$334K Buy
+11,072
New +$306K 0.15% 80

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

Camarda Financial Advisors's OUNZ Position: Q2 2026 in Review

Camarda Financial Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 63% in Q2 2026, selling an estimated $2.2M and leaving 29,792 shares worth $1.15M. The position accounts for 0.35% of the portfolio, ranked #69.

Camarda Financial Advisors first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.79M in Q3 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Camarda Financial Advisors held 29,792 shares of VanEck Merk Gold Trust worth $1.15M as of Q2 2026.
  • Camarda Financial Advisors sold 50,711 VanEck Merk Gold Trust shares in Q2 2026, an estimated $2.2M.
  • VanEck Merk Gold Trust made up 0.35% of Camarda Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Camarda Financial Advisors first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Camarda Financial Advisors's VanEck Merk Gold Trust position peaked at $3.79M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.