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Centaurus Financial’s VanEck Merk Gold Trust OUNZ Stock Holding History

Centaurus Financial’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 		$4.45M Buy
115,426
+334
+0.3% +$14.5K 0.17% 131
2026
Q1 		$5.18M Buy
115,092
+9,688
+9% +$454K 0.25% 92
2025
Q4 		$4.37M Buy
105,404
+1,827
+2% +$73K 0.2% 113
2025
Q3 		$3.85M Buy
103,577
+4,999
+5% +$167K 0.18% 120
2025
Q2 		$3.14M Buy
+98,578
New +$3.12M 0.18% 127

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

Centaurus Financial's OUNZ Position: Q2 2026 in Review

Centaurus Financial increased its VanEck Merk Gold Trust (OUNZ) stake by 0.29% in Q2 2026, buying an estimated $14.5K and bringing the position to 115,426 shares worth $4.45M. The position accounts for 0.17% of the portfolio, ranked #131.

Centaurus Financial first reported a position in OUNZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.18M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Centaurus Financial held 115,426 shares of VanEck Merk Gold Trust worth $4.45M as of Q2 2026.
  • Centaurus Financial bought 334 VanEck Merk Gold Trust shares in Q2 2026, an estimated $14.5K.
  • VanEck Merk Gold Trust made up 0.17% of Centaurus Financial's portfolio in Q2 2026, its #131 holding.
  • Centaurus Financial first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Centaurus Financial's VanEck Merk Gold Trust position peaked at $5.18M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.