DiNuzzo Private Wealth’s VanEck Merk Gold Trust OUNZ Stock Holding History

DiNuzzo Private 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 Q2	$1.09M	Sell	28,240 -350	-1%	-$15.2K	0.11%	36
2026 Q1	$1.29M	Buy	28,590 +1,430	+5%	+$67K	0.14%	35
2025 Q4	$1.13M	Buy	27,160 +1,770	+7%	+$70.7K	0.12%	36
2025 Q3	$845K	Sell	25,390 -90	-0.4%	-$3K	0.1%	38
2025 Q2	$813K	Buy	25,480 +14,556	+133%	+$461K	0.1%	39
2025 Q1	$329K	Buy	10,924 +4,494	+70%	+$124K	0.04%	59
2024 Q4	$163K	Hold	6,430	–	–	0.02%	80
2024 Q3	$163K	Buy	6,430 +1,585	+33%	+$37.9K	0.02%	83
2024 Q2	$109K	Buy	+4,845	New	+$109K	0.01%	65

Other funds holding OUNZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

DiNuzzo Private Wealth's OUNZ Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its VanEck Merk Gold Trust (OUNZ) stake by 1.2% in Q2 2026, selling an estimated $15.2K and leaving 28,240 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #36.

DiNuzzo Private Wealth first reported a position in OUNZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2026. 44 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

DiNuzzo Private Wealth held 28,240 shares of VanEck Merk Gold Trust worth $1.09M as of Q2 2026.
DiNuzzo Private Wealth sold 350 VanEck Merk Gold Trust shares in Q2 2026, an estimated $15.2K.
VanEck Merk Gold Trust made up 0.11% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #36 holding.
DiNuzzo Private Wealth first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 9 quarters since.
DiNuzzo Private Wealth's VanEck Merk Gold Trust position peaked at $1.29M in Q1 2026.
44 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.