FFA
OUNZ icon

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
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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