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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
Q3 		$2.02M Buy
50,506
+1,301
+3% +$53.3K 0.88% 23
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

Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
TNAM
Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Castleview Partners's OUNZ Position: Q3 2026 in Review

Castleview Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 2.6% in Q3 2026, buying an estimated $53.3K and bringing the position to 50,506 shares worth $2.02M. The position accounts for 0.88% of the portfolio, ranked #23.

Castleview Partners first reported a position in OUNZ in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.67M in Q3 2025. 52 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

  • Castleview Partners held 50,506 shares of VanEck Merk Gold Trust worth $2.02M as of Q3 2026.
  • Castleview Partners bought 1,301 VanEck Merk Gold Trust shares in Q3 2026, an estimated $53.3K.
  • VanEck Merk Gold Trust made up 0.88% of Castleview Partners's portfolio in Q3 2026, its #23 holding.
  • Castleview Partners first reported a position in VanEck Merk Gold Trust in Q1 2022 and has held it in 19 quarters since.
  • Castleview Partners's VanEck Merk Gold Trust position peaked at $2.67M in Q3 2025.
  • 52 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.