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CWC Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

CWC 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 		$1.38M Buy
35,703
+2,437
+7% +$106K 0.61% 44
2026
Q1 		$1.5M Buy
33,266
+1,313
+4% +$61.6K 0.71% 37
2025
Q4 		$1.33M Sell
31,953
-1,122
-3% -$44.8K 0.64% 41
2025
Q3 		$1.23M Sell
33,075
-3,465
-9% -$116K 0.6% 43
2025
Q2 		$1.17M Buy
36,540
+246
+0.7% +$7.79K 0.6% 41
2025
Q1 		$1.09M Buy
+36,294
New +$1M 0.62% 45

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

CWC Advisors's OUNZ Position: Q2 2026 in Review

CWC Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 7.3% in Q2 2026, buying an estimated $106K and bringing the position to 35,703 shares worth $1.38M. The position accounts for 0.61% of the portfolio, ranked #44.

CWC Advisors first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • CWC Advisors held 35,703 shares of VanEck Merk Gold Trust worth $1.38M as of Q2 2026.
  • CWC Advisors bought 2,437 VanEck Merk Gold Trust shares in Q2 2026, an estimated $106K.
  • VanEck Merk Gold Trust made up 0.61% of CWC Advisors's portfolio in Q2 2026, its #44 holding.
  • CWC Advisors first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • CWC Advisors's VanEck Merk Gold Trust position peaked at $1.5M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.