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

EverSource 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	$400K	Hold	10,355	–	–	0.01%	656
2026 Q1	$466K	Hold	10,355	–	–	0.01%	634
2025 Q4	$430K	Hold	10,355	–	–	0.02%	591
2025 Q3	$385K	Hold	10,355	–	–	0.02%	606
2025 Q2	$330K	Hold	10,355	–	–	0.01%	629
2025 Q1	$312K	Hold	10,355	–	–	0.02%	514
2024 Q4	$262K	Hold	10,355	–	–	0.01%	546
2024 Q3	$263K	Sell	10,355 -334	-3%	-$7.99K	0.02%	484
2024 Q2	$253K	Hold	10,689	–	–	0.02%	482
2024 Q1	$237K	Hold	10,689	–	–	0.02%	440
2023 Q4	$213K	Hold	10,689	–	–	0.02%	420
2023 Q3	$191K	Hold	10,689	–	–	0.02%	407
2023 Q2	$199K	Hold	10,689	–	–	0.02%	397
2023 Q1	$204K	Hold	10,689	–	–	0.03%	368
2022 Q4	$189K	Sell	10,689 -836	-7%	-$14K	0.03%	360
2022 Q3	$186K	Hold	11,525	–	–	0.04%	308
2022 Q2	$202K	Hold	11,525	–	–	0.05%	255
2022 Q1	$217K	Buy	11,525 +5,219	+83%	+$95.3K	0.06%	248
2021 Q4	$112K	Buy	+6,306	New	+$110K	0.03%	294

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

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

EverSource Wealth Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 10,355 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #656.

EverSource Wealth Advisors first reported a position in OUNZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $466K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

EverSource Wealth Advisors held 10,355 shares of VanEck Merk Gold Trust worth $400K as of Q2 2026.
EverSource Wealth Advisors left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #656 holding.
EverSource Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's VanEck Merk Gold Trust position peaked at $466K in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.