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Diversified Enterprises’s VanEck Merk Gold Trust OUNZ Stock Holding History

Diversified Enterprises’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 		$216K Hold
5,597
– – 0.01% 399
2026
Q1 		$252K Sell
5,597
-284
-5% -$13.3K 0.01% 354
2025
Q4 		$244K Hold
5,881
– – 0.01% 335
2025
Q3 		$219K Buy
+5,881
New +$196K 0.01% 298

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Diversified Enterprises's OUNZ Position: Q2 2026 in Review

Diversified Enterprises held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 5,597 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #399.

Diversified Enterprises first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $252K in Q1 2026. 120 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Diversified Enterprises held 5,597 shares of VanEck Merk Gold Trust worth $216K as of Q2 2026.
  • Diversified Enterprises left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #399 holding.
  • Diversified Enterprises first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Diversified Enterprises's VanEck Merk Gold Trust position peaked at $252K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.