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CreativeOne Wealth’s VanEck Merk Gold Trust OUNZ Stock Holding History

CreativeOne Wealth’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 		$423K Sell
10,950
-46,363
-81% -$2.01M 0.01% 851
2026
Q1 		$2.58M Buy
+57,313
New +$2.69M 0.06% 298
2025
Q4 		– Sell
-48,678
Closed -$1.81M – 1242
2025
Q3 		$1.81M Sell
48,678
-858
-2% -$28.6K 0.04% 363
2025
Q2 		$1.58M Sell
49,536
-80
-0.2% -$2.53K 0.04% 406
2025
Q1 		$1.5M Buy
49,616
+37,957
+326% +$1.05M 0.04% 368
2024
Q4 		$295K Buy
+11,659
New +$299K 0.01% 883

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

CreativeOne Wealth's OUNZ Position: Q2 2026 in Review

CreativeOne Wealth reduced its VanEck Merk Gold Trust (OUNZ) stake by 81% in Q2 2026, selling an estimated $2.01M and leaving 10,950 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #851.

CreativeOne Wealth first reported a position in OUNZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.58M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • CreativeOne Wealth held 10,950 shares of VanEck Merk Gold Trust worth $423K as of Q2 2026.
  • CreativeOne Wealth sold 46,363 VanEck Merk Gold Trust shares in Q2 2026, an estimated $2.01M.
  • VanEck Merk Gold Trust made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #851 holding.
  • CreativeOne Wealth first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • CreativeOne Wealth's VanEck Merk Gold Trust position peaked at $2.58M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.