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
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 $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors's OUNZ Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 46% in Q1 2026, buying an estimated $174K and bringing the position to 11,814 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

CAPTRUST Financial Advisors first reported a position in OUNZ in Q3 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • CAPTRUST Financial Advisors held 11,814 shares of VanEck Merk Gold Trust worth $532K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 3,718 VanEck Merk Gold Trust shares in Q1 2026, an estimated $174K.
  • VanEck Merk Gold Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1992 holding.
  • CAPTRUST Financial Advisors first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.