EP Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

EP Wealth 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
2026 Q2	$2.45M	Hold	63,584	–	–	0.01%	531
2026 Q1	$2.86M	Hold	63,584	–	–	0.01%	404
2025 Q4	$2.64M	Buy	+63,584	New	+$2.54M	0.01%	387
2025 Q2	$2.03M	Buy	63,579 +988	+2%	+$31.3K	0.01%	413
2025 Q1	$1.89M	Buy	62,591 +291	+0.5%	+$8.05K	0.02%	379
2024 Q4	$1.58M	Hold	62,300	–	–	0.01%	396
2024 Q3	$1.58M	Hold	62,300	–	–	0.01%	403
2024 Q2	$1.4M	Hold	62,300	–	–	0.01%	334
2024 Q1	$1.34M	Hold	62,300	–	–	0.02%	330
2023 Q4	$1.24M	Buy	62,300 +42,000	+207%	+$803K	0.02%	336
2023 Q3	$363K	Buy	+20,300	New	+$379K	0.01%	521

Other funds holding OUNZ

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

EP Wealth Advisors's OUNZ Position: Q2 2026 in Review

EP Wealth Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 63,584 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #531.

EP Wealth Advisors first reported a position in OUNZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

EP Wealth Advisors held 63,584 shares of VanEck Merk Gold Trust worth $2.45M as of Q2 2026.
EP Wealth Advisors left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #531 holding.
EP Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q3 2023 and has held it in 11 quarters since.
EP Wealth Advisors's VanEck Merk Gold Trust position peaked at $2.86M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.