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 Q3	$6.42M	Buy	160,914 +1,653	+1%	+$67.7K	0.05%	363
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Farther Finance Advisors's OUNZ Position: Q3 2026 in Review

Farther Finance Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 1% in Q3 2026, buying an estimated $67.7K and bringing the position to 160,914 shares worth $6.42M. The position accounts for 0.05% of the portfolio, ranked #363.

Farther Finance Advisors first reported a position in OUNZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.61M in Q4 2025. 21 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

Farther Finance Advisors held 160,914 shares of VanEck Merk Gold Trust worth $6.42M as of Q3 2026.
Farther Finance Advisors bought 1,653 VanEck Merk Gold Trust shares in Q3 2026, an estimated $67.7K.
VanEck Merk Gold Trust made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #363 holding.
Farther Finance Advisors first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 10 quarters since.
Farther Finance Advisors's VanEck Merk Gold Trust position peaked at $7.61M in Q4 2025.
21 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.