CAPTRUST Financial Advisors
OUNZ icon

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

CAPTRUST 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 		$458K Buy
11,862
+48
+0.4% +$2.08K ﹤0.01% 2250
2026
Q1 		$532K Buy
11,814
+3,718
+46% +$174K ﹤0.01% 1992
2025
Q4 		$336K Buy
8,096
+1,305
+19% +$52.2K ﹤0.01% 2164
2025
Q3 		$253K Buy
+6,791
New +$226K ﹤0.01% 2293

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

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

CAPTRUST Financial Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 0.41% in Q2 2026, buying an estimated $2.08K and bringing the position to 11,862 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

CAPTRUST Financial Advisors first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $532K in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • CAPTRUST Financial Advisors held 11,862 shares of VanEck Merk Gold Trust worth $458K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 48 VanEck Merk Gold Trust shares in Q2 2026, an estimated $2.08K.
  • VanEck Merk Gold Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2250 holding.
  • CAPTRUST Financial Advisors first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's VanEck Merk Gold Trust position peaked at $532K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

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