Commonwealth Equity Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

Commonwealth Equity Services’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	$4.85M	Sell	125,616 -8,945	-7%	-$388K	0.01%	1417
2026 Q1	$6.06M	Buy	134,561 +7,457	+6%	+$350K	0.01%	1206
2025 Q4	$5.27M	Sell	127,104 -9,596	-7%	-$384K	0.01%	1281
2025 Q3	$5.08M	Buy	136,700 +1,254	+0.9%	+$41.8K	0.01%	1336
2025 Q2	$4.32M	Buy	135,446 +3,653	+3%	+$116K	0.01%	1432
2025 Q1	$3.97M	Sell	131,793 -43,515	-25%	-$1.2M	0.01%	1423
2024 Q4	$4.43M	Sell	175,308 -3,514	-2%	-$90.3K	0.01%	1310
2024 Q3	$4.54M	Buy	178,822 +157	+0.1%	+$3.76K	0.01%	1285
2024 Q2	$4.01M	Sell	178,665 -44,965	-20%	-$1.02M	0.01%	1326
2024 Q1	$4.8M	Sell	223,630 -2,433	-1%	-$48.8K	0.01%	1192
2023 Q4	$4.51M	Buy	226,063 +9,008	+4%	+$172K	0.01%	1163
2023 Q3	$3.88M	Buy	217,055 +4,736	+2%	+$88.3K	0.01%	1164
2023 Q2	$3.95M	Sell	212,319 -753	-0.4%	-$14.4K	0.01%	1177
2023 Q1	$4.07M	Buy	213,072 +144	+0.1%	+$2.64K	0.01%	1119
2022 Q4	$3.77M	Buy	212,928 +1,798	+0.9%	+$30.2K	0.01%	1119
2022 Q3	$3.4M	Buy	211,130 +53,509	+34%	+$896K	0.01%	1101
2022 Q2	$2.76M	Sell	157,621 -522,165	-77%	-$9.5M	0.01%	1227
2022 Q1	$12.8M	Buy	679,786 +24,018	+4%	+$439K	0.03%	520
2021 Q4	$11.7M	Sell	655,768 -1,716	-0.3%	-$30K	0.03%	550
2021 Q3	$11.2M	Sell	657,484 -13,612	-2%	-$237K	0.03%	535
2021 Q2	$11.6M	Buy	671,096 +344,233	+105%	+$6.08M	0.03%	516
2021 Q1	$5.43M	Buy	+326,863	New	+$5.71M	0.02%	738

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

Commonwealth Equity Services's OUNZ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its VanEck Merk Gold Trust (OUNZ) stake by 6.6% in Q2 2026, selling an estimated $388K and leaving 125,616 shares worth $4.85M. The position accounts for 0.01% of the portfolio, ranked #1417.

Commonwealth Equity Services first reported a position in OUNZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.8M in Q1 2022. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Commonwealth Equity Services held 125,616 shares of VanEck Merk Gold Trust worth $4.85M as of Q2 2026.
Commonwealth Equity Services sold 8,945 VanEck Merk Gold Trust shares in Q2 2026, an estimated $388K.
VanEck Merk Gold Trust made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1417 holding.
Commonwealth Equity Services first reported a position in VanEck Merk Gold Trust in Q1 2021 and has held it in 22 quarters since.
Commonwealth Equity Services's VanEck Merk Gold Trust position peaked at $12.8M in Q1 2022.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.