CA
OUNZ icon

Continuum Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History

Continuum Advisory’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 		$1.67M Buy
43,369
+15,866
+58% +$688K 0.14% 141
2026
Q1 		$1.24M Buy
27,503
+11,865
+76% +$556K 0.12% 164
2025
Q4 		$649K Buy
15,638
+877
+6% +$35.1K 0.07% 248
2025
Q3 		$549K Buy
14,761
+729
+5% +$24.3K 0.06% 261
2025
Q2 		$447K Buy
14,032
+13,343
+1,937% +$423K 0.05% 277
2025
Q1 		$20.8K Buy
+689
New +$19.1K ﹤0.01% 851

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

Continuum Advisory's OUNZ Position: Q2 2026 in Review

Continuum Advisory increased its VanEck Merk Gold Trust (OUNZ) stake by 58% in Q2 2026, buying an estimated $688K and bringing the position to 43,369 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #141.

Continuum Advisory first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Continuum Advisory held 43,369 shares of VanEck Merk Gold Trust worth $1.67M as of Q2 2026.
  • Continuum Advisory bought 15,866 VanEck Merk Gold Trust shares in Q2 2026, an estimated $688K.
  • VanEck Merk Gold Trust made up 0.14% of Continuum Advisory's portfolio in Q2 2026, its #141 holding.
  • Continuum Advisory first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.