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Castleview Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Castleview Partners’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 		$1.9M Buy
49,205
+9,887
+25% +$429K 0.83% 23
2026
Q1 		$1.77M Buy
39,318
+2,980
+8% +$140K 0.91% 21
2025
Q4 		$1.51M Sell
36,338
-35,566
-49% -$1.42M 0.75% 28
2025
Q3 		$2.67M Buy
71,904
+6,748
+10% +$225K 1.45% 15
2025
Q2 		$2.08M Sell
65,156
-19,878
-23% -$630K 1.34% 14
2025
Q1 		$2.56M Buy
85,034
+4,946
+6% +$137K 1.73% 8
2024
Q4 		$2.06M Sell
80,088
-1,467
-2% -$37.7K 1.11% 14
2024
Q3 		$2.07M Sell
81,555
-9,271
-10% -$222K 1.19% 14
2024
Q2 		$2.04M Buy
90,826
+47,261
+108% +$1.07M 1.16% 13
2024
Q1 		$936K Buy
43,565
+41,464
+1,974% +$831K 0.52% 41
2023
Q4 		$41.9K Sell
2,101
-2
-0.1% -$38 0.03% 342
2023
Q3 		$37.6K Sell
2,103
-12
-0.6% -$224 0.03% 303
2023
Q2 		$39.3K Sell
2,115
-34
-2% -$652 0.04% 285
2023
Q1 		$41K Sell
2,149
-9
-0.4% -$165 0.04% 281
2022
Q4 		$38.2K Buy
2,158
+2
+0.1% +$34 0.04% 255
2022
Q3 		$35K Sell
2,156
-150
-7% -$2.51K 0.03% 292
2022
Q2 		$63.1K Sell
2,306
-43
-2% -$782 0.05% 269
2022
Q1 		$44K Buy
+2,349
New +$42.9K 0.03% 363

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

Castleview Partners's OUNZ Position: Q2 2026 in Review

Castleview Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 25% in Q2 2026, buying an estimated $429K and bringing the position to 49,205 shares worth $1.9M. The position accounts for 0.83% of the portfolio, ranked #23.

Castleview Partners first reported a position in OUNZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.67M in Q3 2025. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Castleview Partners held 49,205 shares of VanEck Merk Gold Trust worth $1.9M as of Q2 2026.
  • Castleview Partners bought 9,887 VanEck Merk Gold Trust shares in Q2 2026, an estimated $429K.
  • VanEck Merk Gold Trust made up 0.83% of Castleview Partners's portfolio in Q2 2026, its #23 holding.
  • Castleview Partners first reported a position in VanEck Merk Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • Castleview Partners's VanEck Merk Gold Trust position peaked at $2.67M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.