EWA
OUNZ icon

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
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return