Farther Finance Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Farther Finance 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	$6.15M	Sell	159,261 -31	-0%	-$1.34K	0.05%	348
2026 Q1	$7.3M	Sell	159,292 -24,094	-13%	-$1.13M	0.07%	257
2025 Q4	$7.61M	Sell	183,386 -7,036	-4%	-$281K	0.08%	218
2025 Q3	$7.08M	Buy	190,422 +3,516	+2%	+$117K	0.11%	163
2025 Q2	$5.96M	Buy	186,906 +118,047	+171%	+$3.74M	0.12%	163
2025 Q1	$2.07M	Buy	68,859 +2,281	+3%	+$63.1K	0.05%	294
2024 Q4	$1.68M	Buy	66,578 +20,156	+43%	+$518K	0.06%	248
2024 Q3	$1.18M	Buy	46,422 +25,463	+121%	+$609K	0.04%	308
2024 Q2	$472K	Buy	+20,959	New	+$473K	0.02%	498

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

Farther Finance Advisors's OUNZ Position: Q2 2026 in Review

Farther Finance Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.02% in Q2 2026, selling an estimated $1.34K and leaving 159,261 shares worth $6.15M. The position accounts for 0.05% of the portfolio, ranked #348.

Farther Finance Advisors first reported a position in OUNZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.61M in Q4 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Farther Finance Advisors held 159,261 shares of VanEck Merk Gold Trust worth $6.15M as of Q2 2026.
Farther Finance Advisors sold 31 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.34K.
VanEck Merk Gold Trust made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #348 holding.
Farther Finance Advisors first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's VanEck Merk Gold Trust position peaked at $7.61M in Q4 2025.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.