CX Institutional’s VanEck Merk Gold Trust OUNZ Stock Holding History

CX Institutional’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 Q3	$12K	Buy	+300	New	+$12.3K	﹤0.01%	1325

Other funds holding OUNZ

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

CX Institutional's OUNZ Position: Q3 2026 in Review

CX Institutional opened a new position in VanEck Merk Gold Trust (OUNZ) in Q3 2026: 300 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings.

79 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

CX Institutional held 300 shares of VanEck Merk Gold Trust worth $12K as of Q3 2026.
VanEck Merk Gold Trust was a new CX Institutional position in Q3 2026.
VanEck Merk Gold Trust made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1325 holding.
79 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.