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Crescent Grove Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Crescent Grove 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
Q2 		– Sell
-35,750
Closed -$1.61M – 319
2026
Q1 		$1.61M Buy
+35,750
New +$1.68M 0.15% 107

Other funds holding OUNZ

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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

Crescent Grove Advisors's OUNZ Position: Q2 2026 in Review

Crescent Grove Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 35,750 shares — an estimated $1.61M sold.

Crescent Grove Advisors first reported a position in OUNZ in Q1 2026 and held it in 1 quarter. The position peaked at $1.61M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Crescent Grove Advisors reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Crescent Grove Advisors sold 35,750 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.61M.
  • Crescent Grove Advisors first reported a position in VanEck Merk Gold Trust in Q1 2026 and held it in 1 quarter.
  • Crescent Grove Advisors's VanEck Merk Gold Trust position peaked at $1.61M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.