Chicago Partners Investment Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Chicago Partners Investment Group’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	$445K	Sell	11,440 -109	-0.9%	-$4.73K	0.01%	1059
2026 Q1	$527K	Sell	11,549 -765	-6%	-$35.9K	0.01%	858
2025 Q4	$590K	Sell	12,314 -809	-6%	-$32.3K	0.01%	681
2025 Q3	$500K	Buy	13,123 +548	+4%	+$18.3K	0.01%	700
2025 Q2	$411K	Hold	12,575	–	–	0.01%	685
2025 Q1	$409K	Buy	12,575 +1,716	+16%	+$47.4K	0.01%	584
2024 Q4	$279K	Hold	10,859	–	–	0.01%	682
2024 Q3	$285K	Hold	10,859	–	–	0.01%	636
2024 Q2	$252K	Buy	10,859 +626	+6%	+$14.1K	0.01%	646
2024 Q1	$230K	Hold	10,233	–	–	0.01%	655
2023 Q4	$199K	Hold	10,233	–	–	0.01%	662
2023 Q3	$195K	Hold	10,233	–	–	0.01%	617
2023 Q2	$192K	Hold	10,233	–	–	0.01%	643
2023 Q1	$197K	Hold	10,233	–	–	0.01%	621
2022 Q4	$186K	Buy	+10,233	New	+$172K	0.01%	598

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Chicago Partners Investment Group's OUNZ Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.94% in Q2 2026, selling an estimated $4.73K and leaving 11,440 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #1059.

Chicago Partners Investment Group first reported a position in OUNZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $590K in Q4 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Chicago Partners Investment Group held 11,440 shares of VanEck Merk Gold Trust worth $445K as of Q2 2026.
Chicago Partners Investment Group sold 109 VanEck Merk Gold Trust shares in Q2 2026, an estimated $4.73K.
VanEck Merk Gold Trust made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1059 holding.
Chicago Partners Investment Group first reported a position in VanEck Merk Gold Trust in Q4 2022 and has held it in 15 quarters since.
Chicago Partners Investment Group's VanEck Merk Gold Trust position peaked at $590K in Q4 2025.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.