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 Q3	$1.24M	Buy	31,140 +2,900	+10%	+$119K	0.12%	35
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

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

Security National Bank Omaha, Nebraska $865M AUM 30.55% 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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

DiNuzzo Private Wealth's OUNZ Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its VanEck Merk Gold Trust (OUNZ) stake by 10% in Q3 2026, buying an estimated $119K and bringing the position to 31,140 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #35.

DiNuzzo Private Wealth first reported a position in OUNZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q1 2026. 94 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

DiNuzzo Private Wealth held 31,140 shares of VanEck Merk Gold Trust worth $1.24M as of Q3 2026.
DiNuzzo Private Wealth bought 2,900 VanEck Merk Gold Trust shares in Q3 2026, an estimated $119K.
VanEck Merk Gold Trust made up 0.12% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #35 holding.
DiNuzzo Private Wealth first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's VanEck Merk Gold Trust position peaked at $1.29M in Q1 2026.
94 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.