Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Cambridge Investment Research 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 		$24.9M Sell
644,054
-63,296
-9% -$2.75M 0.06% 351
2026
Q1 		$31.9M Sell
707,350
-1,468
-0.2% -$68.8K 0.08% 238
2025
Q4 		$29.4M Sell
708,818
-15,078
-2% -$603K 0.08% 248
2025
Q3 		$26.9M Buy
723,896
+200,453
+38% +$6.68M 0.07% 267
2025
Q2 		$16.7M Buy
523,443
+338,188
+183% +$10.7M 0.05% 372
2025
Q1 		$5.58M Buy
185,255
+5,684
+3% +$157K 0.02% 752
2024
Q4 		$4.54M Buy
179,571
+2,458
+1% +$63.1K 0.02% 857
2024
Q3 		$4.5M Buy
177,113
+2,568
+1% +$61.4K 0.02% 853
2024
Q2 		$3.92M Buy
174,545
+16,373
+10% +$370K 0.01% 890
2024
Q1 		$3.4M Sell
158,172
-2,435
-2% -$48.8K 0.01% 962
2023
Q4 		$3.21M Sell
160,607
-14,061
-8% -$269K 0.01% 933
2023
Q3 		$3.13M Buy
174,668
+6,771
+4% +$126K 0.01% 903
2023
Q2 		$3.12M Buy
167,897
+5,917
+4% +$113K 0.01% 893
2023
Q1 		$3.09M Buy
161,980
+99,169
+158% +$1.82M 0.02% 887
2022
Q4 		$1.11M Buy
62,811
+486
+0.8% +$8.16K 0.01% 1458
2022
Q3 		$1M Buy
62,325
+3,535
+6% +$59.2K 0.01% 1476
2022
Q2 		$1.03M Buy
58,790
+12,686
+28% +$231K 0.01% 1465
2022
Q1 		$868K Buy
46,104
+30,762
+201% +$562K ﹤0.01% 1676
2021
Q4 		$273K Buy
15,342
+973
+7% +$17K ﹤0.01% 2614
2021
Q3 		$246K Buy
14,369
+100
+0.7% +$1.74K ﹤0.01% 2634
2021
Q2 		$246K Buy
14,269
+2,424
+20% +$42.8K ﹤0.01% 2631
2021
Q1 		$197K Sell
11,845
-20
-0.2% -$349 ﹤0.01% 2634
2020
Q4 		$220K Buy
+11,865
New +$217K ﹤0.01% 2400

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

Cambridge Investment Research Advisors's OUNZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 8.9% in Q2 2026, selling an estimated $2.75M and leaving 644,054 shares worth $24.9M. The position accounts for 0.06% of the portfolio, ranked #351.

Cambridge Investment Research Advisors first reported a position in OUNZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $31.9M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 644,054 shares of VanEck Merk Gold Trust worth $24.9M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 63,296 VanEck Merk Gold Trust shares in Q2 2026, an estimated $2.75M.
  • VanEck Merk Gold Trust made up 0.06% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #351 holding.
  • Cambridge Investment Research Advisors first reported a position in VanEck Merk Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Cambridge Investment Research Advisors's VanEck Merk Gold Trust position peaked at $31.9M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.