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Cedar Cove Wealth Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Cedar Cove Wealth 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 		$400K Sell
10,355
-65,866
-86% -$2.86M 0.19% 66
2026
Q1 		$3.43M Buy
+76,221
New +$3.57M 1.8% 14

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PWA
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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

Cedar Cove Wealth Partners's OUNZ Position: Q2 2026 in Review

Cedar Cove Wealth Partners reduced its VanEck Merk Gold Trust (OUNZ) stake by 86% in Q2 2026, selling an estimated $2.86M and leaving 10,355 shares worth $400K. The position accounts for 0.19% of the portfolio, ranked #66.

Cedar Cove Wealth Partners first reported a position in OUNZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.43M in Q1 2026. 266 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Cedar Cove Wealth Partners held 10,355 shares of VanEck Merk Gold Trust worth $400K as of Q2 2026.
  • Cedar Cove Wealth Partners sold 65,866 VanEck Merk Gold Trust shares in Q2 2026, an estimated $2.86M.
  • VanEck Merk Gold Trust made up 0.19% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Cedar Cove Wealth Partners first reported a position in VanEck Merk Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Cedar Cove Wealth Partners's VanEck Merk Gold Trust position peaked at $3.43M in Q1 2026.
  • 266 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.