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Cascade Investment Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Cascade Investment Group’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 		$1.05M Sell
27,210
-200
-0.7% -$8.68K 0.59% 48
2026
Q1 		$1.23M Buy
27,410
+5,950
+28% +$279K 0.81% 34
2025
Q4 		$890K Buy
+21,460
New +$858K 0.59% 43

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

Cascade Investment Group's OUNZ Position: Q2 2026 in Review

Cascade Investment Group reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.73% in Q2 2026, selling an estimated $8.68K and leaving 27,210 shares worth $1.05M. The position accounts for 0.59% of the portfolio, ranked #48.

Cascade Investment Group first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Cascade Investment Group held 27,210 shares of VanEck Merk Gold Trust worth $1.05M as of Q2 2026.
  • Cascade Investment Group sold 200 VanEck Merk Gold Trust shares in Q2 2026, an estimated $8.68K.
  • VanEck Merk Gold Trust made up 0.59% of Cascade Investment Group's portfolio in Q2 2026, its #48 holding.
  • Cascade Investment Group first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Cascade Investment Group's VanEck Merk Gold Trust position peaked at $1.23M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.