Cerity Partners
OUNZ icon

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

Cerity 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 		$506K Buy
13,099
+108
+0.8% +$4.69K ﹤0.01% 2414
2026
Q1 		$585K Buy
12,991
+3,115
+32% +$146K ﹤0.01% 2183
2025
Q4 		$410K Buy
+9,876
New +$395K ﹤0.01% 2226

Other funds holding OUNZ

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MCM
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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

Cerity Partners's OUNZ Position: Q2 2026 in Review

Cerity Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 0.83% in Q2 2026, buying an estimated $4.69K and bringing the position to 13,099 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Cerity Partners first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $585K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Cerity Partners held 13,099 shares of VanEck Merk Gold Trust worth $506K as of Q2 2026.
  • Cerity Partners bought 108 VanEck Merk Gold Trust shares in Q2 2026, an estimated $4.69K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2414 holding.
  • Cerity Partners first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners's VanEck Merk Gold Trust position peaked at $585K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.