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Edge Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Edge Financial 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
2025
Q4 		$282K Hold
6,804
– – 0.12% 119
2025
Q3 		$253K Sell
6,804
-1,853
-21% -$61.8K 0.11% 121
2025
Q2 		$276K Buy
+8,657
New +$274K 0.15% 103

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Edge Financial Advisors's OUNZ Position: Q4 2025 in Review

Edge Financial Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q4 2025 at 6,804 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #119.

Edge Financial Advisors first reported a position in OUNZ in Q2 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

  • Edge Financial Advisors held 6,804 shares of VanEck Merk Gold Trust worth $282K as of Q4 2025.
  • Edge Financial Advisors left its VanEck Merk Gold Trust share count unchanged in Q4 2025.
  • VanEck Merk Gold Trust made up 0.12% of Edge Financial Advisors's portfolio in Q4 2025, its #119 holding.
  • Edge Financial Advisors first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.