CWA Asset Management Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

CWA Asset Management Group’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	$289K	Hold	7,478	–	–	0.01%	603
2026 Q1	$337K	Hold	7,478	–	–	0.01%	545
2025 Q4	$310K	Hold	7,478	–	–	0.01%	538
2025 Q3	$278K	Hold	7,478	–	–	0.01%	568
2025 Q2	$238K	Hold	7,478	–	–	0.01%	585
2025 Q1	$225K	Buy	+7,478	New	+$207K	0.01%	568

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

CWA Asset Management Group's OUNZ Position: Q2 2026 in Review

CWA Asset Management Group held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 7,478 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #603.

CWA Asset Management Group first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $337K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

CWA Asset Management Group held 7,478 shares of VanEck Merk Gold Trust worth $289K as of Q2 2026.
CWA Asset Management Group left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #603 holding.
CWA Asset Management Group first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
CWA Asset Management Group's VanEck Merk Gold Trust position peaked at $337K in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.