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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
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 $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 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 $38.8B AUM 21.88% 1-Year Est. Return

CreativeOne Wealth's OUNZ Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2026: 57,313 shares worth $2.58M. The stake represents 0.06% of the portfolio and ranks #298 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in OUNZ as recently as Q3 2025.

CreativeOne Wealth first reported a position in OUNZ in Q4 2024 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • CreativeOne Wealth held 57,313 shares of VanEck Merk Gold Trust worth $2.58M as of Q1 2026.
  • VanEck Merk Gold Trust was a new CreativeOne Wealth position in Q1 2026.
  • VanEck Merk Gold Trust made up 0.06% of CreativeOne Wealth's portfolio in Q1 2026, its #298 holding.
  • CreativeOne Wealth first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.