Creative Planning
OUNZ icon

Creative Planning’s VanEck Merk Gold Trust OUNZ Stock Holding History

Creative Planning’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 		$2.44M Sell
63,347
-267
-0.4% -$11.6K ﹤0.01% 1921
2026
Q1 		$2.87M Sell
63,614
-3,066
-5% -$144K ﹤0.01% 1609
2025
Q4 		$2.77M Buy
66,680
+6,276
+10% +$251K ﹤0.01% 1445
2025
Q3 		$2.25M Sell
60,404
-1,288
-2% -$42.9K ﹤0.01% 1453
2025
Q2 		$1.97M Buy
61,692
+659
+1% +$20.9K ﹤0.01% 1324
2025
Q1 		$1.84M Sell
61,033
-1,844
-3% -$51K ﹤0.01% 1227
2024
Q4 		$1.59M Buy
62,877
+4,767
+8% +$122K ﹤0.01% 1292
2024
Q3 		$1.48M Buy
58,110
+392
+0.7% +$9.38K ﹤0.01% 1254
2024
Q2 		$1.3M Buy
57,718
+441
+0.8% +$9.96K ﹤0.01% 1236
2024
Q1 		$1.23M Buy
57,277
+768
+1% +$15.4K ﹤0.01% 1205
2023
Q4 		$1.13M Sell
56,509
-551
-1% -$10.5K ﹤0.01% 1170
2023
Q3 		$1.02M Sell
57,060
-6,759
-11% -$126K ﹤0.01% 1149
2023
Q2 		$1.19M Sell
63,819
-5,352
-8% -$103K ﹤0.01% 1051
2023
Q1 		$1.32M Buy
69,171
+12,201
+21% +$224K ﹤0.01% 945
2022
Q4 		$1.01M Sell
56,970
-6,139
-10% -$103K ﹤0.01% 1031
2022
Q3 		$1.02M Sell
63,109
-10,212
-14% -$171K ﹤0.01% 960
2022
Q2 		$1.28M Hold
73,321
– – ﹤0.01% 870
2022
Q1 		$1.38M Hold
73,321
– – ﹤0.01% 850
2021
Q4 		$1.3M Sell
73,321
-1,000
-1% -$17.5K ﹤0.01% 837
2021
Q3 		$1.27M Sell
74,321
-74,848
-50% -$1.3M ﹤0.01% 845
2021
Q2 		$2.57M Buy
+149,169
New +$2.64M ﹤0.01% 587
2016
Q4 		– Sell
-16,215
Closed -$212K – 4769
2016
Q3 		$212K Buy
16,215
+15,565
+2,395% +$206K ﹤0.01% 1375
2016
Q2 		$9K Buy
+650
New +$8.13K ﹤0.01% 3322

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

Creative Planning's OUNZ Position: Q2 2026 in Review

Creative Planning reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.42% in Q2 2026, selling an estimated $11.6K and leaving 63,347 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Creative Planning first reported a position in OUNZ in Q2 2016 and has held it in 23 quarters since. The position peaked at $2.87M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Creative Planning held 63,347 shares of VanEck Merk Gold Trust worth $2.44M as of Q2 2026.
  • Creative Planning sold 267 VanEck Merk Gold Trust shares in Q2 2026, an estimated $11.6K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1921 holding.
  • Creative Planning first reported a position in VanEck Merk Gold Trust in Q2 2016 and has held it in 23 quarters since.
  • Creative Planning's VanEck Merk Gold Trust position peaked at $2.87M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.