EWP
OUNZ icon

Elevation Wealth Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Elevation Wealth Partners’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 		– Sell
-383
Closed -$14.2K – 1002
2025
Q3 		$14.2K Buy
+383
New +$12.8K 0.01% 361

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 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 $43.3B AUM 29.3% 1-Year Est. Return

Elevation Wealth Partners's OUNZ Position: Q4 2025 in Review

Elevation Wealth Partners sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 383 shares — an estimated $14.2K sold.

Elevation Wealth Partners first reported a position in OUNZ in Q3 2025 and held it in 1 quarter. The position peaked at $14.2K in Q3 2025. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

  • Elevation Wealth Partners reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 383 VanEck Merk Gold Trust shares in Q4 2025, an estimated $14.2K.
  • Elevation Wealth Partners first reported a position in VanEck Merk Gold Trust in Q3 2025 and held it in 1 quarter.
  • Elevation Wealth Partners's VanEck Merk Gold Trust position peaked at $14.2K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.