Carson Wealth (CWM LLC)
OUNZ icon

Carson Wealth (CWM LLC)’s VanEck Merk Gold Trust OUNZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$771K Buy
17,121
+5,400
+46% +$253K ﹤0.01% 1709
2025
Q4 		$486K Buy
11,721
+2,690
+30% +$108K ﹤0.01% 1944
2025
Q3 		$336K Buy
9,031
+250
+3% +$8.34K ﹤0.01% 2034
2025
Q2 		$280K Buy
8,781
+42
+0.5% +$1.33K ﹤0.01% 1919
2025
Q1 		$263K Buy
8,739
+1,247
+17% +$34.5K ﹤0.01% 1751
2024
Q4 		$190K Hold
7,492
– – ﹤0.01% 1852
2024
Q3 		$190K Hold
7,492
– – ﹤0.01% 1781
2024
Q2 		$168K Sell
7,492
-115
-2% -$2.6K ﹤0.01% 1680
2024
Q1 		$163K Sell
7,607
-2,549
-25% -$51.1K ﹤0.01% 1612
2023
Q4 		$203K Hold
10,156
– – ﹤0.01% 1421
2023
Q3 		$182K Buy
10,156
+1,346
+15% +$25.1K ﹤0.01% 1345
2023
Q2 		$164K Sell
8,810
-21,633
-71% -$415K ﹤0.01% 1330
2023
Q1 		$581K Buy
30,443
+6,945
+30% +$127K ﹤0.01% 843
2022
Q4 		$416K Sell
23,498
-9,150
-28% -$154K ﹤0.01% 870
2022
Q3 		$527K Sell
32,648
-4,630
-12% -$77.6K ﹤0.01% 734
2022
Q2 		$653K Buy
37,278
+1,750
+5% +$31.8K 0.01% 671
2022
Q1 		$669K Buy
35,528
+19,883
+127% +$363K ﹤0.01% 651
2021
Q4 		$278K Buy
+15,645
New +$273K ﹤0.01% 905
2021
Q2 		$359K Hold
20,871
– – ﹤0.01% 741
2021
Q1 		$359K Hold
20,871
– – ﹤0.01% 741
2020
Q4 		$359K Hold
20,871
– – ﹤0.01% 741
2020
Q3 		$359K Hold
20,871
– – ﹤0.01% 741
2020
Q2 		$359K Hold
20,871
– – ﹤0.01% 741
2020
Q1 		$359K Hold
20,871
– – ﹤0.01% 741
2019
Q4 		$359K Hold
20,871
– – ﹤0.01% 741
2019
Q3 		$359K Hold
20,871
– – ﹤0.01% 741
2019
Q2 		$359K Hold
20,871
– – ﹤0.01% 741
2019
Q1 		$359K Buy
+20,871
New +$267K ﹤0.01% 740

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OUNZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VanEck Merk Gold Trust (OUNZ) stake by 46% in Q1 2026, buying an estimated $253K and bringing the position to 17,121 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Carson Wealth (CWM LLC) first reported a position in OUNZ in Q1 2019 and has held it in 28 quarters since. 290 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,121 shares of VanEck Merk Gold Trust worth $771K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,400 VanEck Merk Gold Trust shares in Q1 2026, an estimated $253K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1709 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Merk Gold Trust in Q1 2019 and has held it in 28 quarters since.
  • 290 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.