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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
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 Sell
2,349
-43,452
-95% -$794K 0.03% 363
2021
Q4 		$2.58K Buy
+45,801
New +$800K 0.02% 247

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

Castleview Partners's OUNZ Position: Q1 2026 in Review

Castleview Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 8.2% in Q1 2026, buying an estimated $140K and bringing the position to 39,318 shares worth $1.77M. The position accounts for 0.91% of the portfolio, ranked #21.

Castleview Partners first reported a position in OUNZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.67M in Q3 2025. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Castleview Partners held 39,318 shares of VanEck Merk Gold Trust worth $1.77M as of Q1 2026.
  • Castleview Partners bought 2,980 VanEck Merk Gold Trust shares in Q1 2026, an estimated $140K.
  • VanEck Merk Gold Trust made up 0.91% of Castleview Partners's portfolio in Q1 2026, its #21 holding.
  • Castleview Partners first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Castleview Partners's VanEck Merk Gold Trust position peaked at $2.67M in Q3 2025.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.