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

Exencial 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 		– Sell
-4,961
Closed -$206K – 593
2025
Q4 		$206K Sell
4,961
-1,245
-20% -$49.8K 0.01% 540
2025
Q3 		$231K Buy
+6,206
New +$207K 0.01% 492

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Raymond James Financial
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PWA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Exencial Wealth Advisors's OUNZ Position: Q1 2026 in Review

Exencial Wealth Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2026, closing a stake of 4,961 shares — an estimated $206K sold.

Exencial Wealth Advisors first reported a position in OUNZ in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 291 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Exencial Wealth Advisors reported no remaining VanEck Merk Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Exencial Wealth Advisors sold 4,961 VanEck Merk Gold Trust shares in Q1 2026, an estimated $206K.
  • Exencial Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q3 2025 and held it in 2 quarters.
  • Exencial Wealth Advisors's VanEck Merk Gold Trust position peaked at $231K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.