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Ethos Financial Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Ethos Financial Group’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 		$215K Buy
+4,774
New +$224K 0.02% 475

Other funds holding OUNZ

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MCM
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LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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

Ethos Financial Group's OUNZ Position: Q1 2026 in Review

Ethos Financial Group opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2026: 4,774 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #475 among its holdings.

289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Ethos Financial Group held 4,774 shares of VanEck Merk Gold Trust worth $215K as of Q1 2026.
  • VanEck Merk Gold Trust was a new Ethos Financial Group position in Q1 2026.
  • VanEck Merk Gold Trust made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #475 holding.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.