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CoreCap Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

CoreCap Advisors’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
Q3 		$74.7K Hold
1,873
– – ﹤0.01% 1227
2026
Q2 		$72.3K Hold
1,873
– – ﹤0.01% 1249
2026
Q1 		$84.4K Hold
1,873
– – ﹤0.01% 1094
2025
Q4 		$77.7K Buy
+1,873
New +$74.9K ﹤0.01% 1132
2022
Q3 		– Sell
-75
Closed -$1K – 1597
2022
Q2 		$1K Buy
+75
New +$1.36K ﹤0.01% 2032

Other funds holding OUNZ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CoreCap Advisors's OUNZ Position: Q3 2026 in Review

CoreCap Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q3 2026 at 1,873 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

CoreCap Advisors first reported a position in OUNZ in Q2 2022 and has held it in 5 quarters since. The position peaked at $84.4K in Q1 2026. 14 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

  • CoreCap Advisors held 1,873 shares of VanEck Merk Gold Trust worth $74.7K as of Q3 2026.
  • CoreCap Advisors left its VanEck Merk Gold Trust share count unchanged in Q3 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1227 holding.
  • CoreCap Advisors first reported a position in VanEck Merk Gold Trust in Q2 2022 and has held it in 5 quarters since.
  • CoreCap Advisors's VanEck Merk Gold Trust position peaked at $84.4K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.