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Equitable Holdings’s VanEck Merk Gold Trust OUNZ Stock Holding History

Equitable Holdings’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 		$2.81M Sell
72,914
-26,390
-27% -$1.15M 0.02% 626
2026
Q1 		$4.13M Buy
99,304
+14,285
+17% +$670K 0.03% 505
2025
Q4 		$3.53M Buy
85,019
+33,889
+66% +$1.35M 0.02% 475
2025
Q3 		$1.9M Sell
51,130
-23,373
-31% -$779K 0.01% 632
2025
Q2 		$2.38M Buy
74,503
+58,744
+373% +$1.86M 0.02% 520
2025
Q1 		$475K Buy
+15,759
New +$436K ﹤0.01% 930

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM

Equitable Holdings's OUNZ Position: Q2 2026 in Review

Equitable Holdings reduced its VanEck Merk Gold Trust (OUNZ) stake by 27% in Q2 2026, selling an estimated $1.15M and leaving 72,914 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #626.

Equitable Holdings first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.13M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Equitable Holdings held 72,914 shares of VanEck Merk Gold Trust worth $2.81M as of Q2 2026.
  • Equitable Holdings sold 26,390 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.15M.
  • VanEck Merk Gold Trust made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #626 holding.
  • Equitable Holdings first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Equitable Holdings's VanEck Merk Gold Trust position peaked at $4.13M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.