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
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 $133B AUM 72.99% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Continuum Advisory's OUNZ Position: Q1 2026 in Review

Continuum Advisory increased its VanEck Merk Gold Trust (OUNZ) stake by 76% in Q1 2026, buying an estimated $556K and bringing the position to 27,503 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #164.

Continuum Advisory first reported a position in OUNZ in Q1 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Continuum Advisory held 27,503 shares of VanEck Merk Gold Trust worth $1.24M as of Q1 2026.
  • Continuum Advisory bought 11,865 VanEck Merk Gold Trust shares in Q1 2026, an estimated $556K.
  • VanEck Merk Gold Trust made up 0.12% of Continuum Advisory's portfolio in Q1 2026, its #164 holding.
  • Continuum Advisory first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 290 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.