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FAS Wealth Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

FAS Wealth Partners’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 		$8.11M Buy
210,148
+7,671
+4% +$333K 0.42% 55
2026
Q1 		$9.12M Buy
202,477
+55,193
+37% +$2.59M 0.57% 46
2025
Q4 		$6.11M Buy
147,284
+83,517
+131% +$3.34M 0.39% 58
2025
Q3 		$2.37M Buy
63,767
+29,028
+84% +$968K 0.16% 113
2025
Q2 		$1.11M Buy
+34,739
New +$1.1M 0.08% 147

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
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

FAS Wealth Partners's OUNZ Position: Q2 2026 in Review

FAS Wealth Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 3.8% in Q2 2026, buying an estimated $333K and bringing the position to 210,148 shares worth $8.11M. The position accounts for 0.42% of the portfolio, ranked #55.

FAS Wealth Partners first reported a position in OUNZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.12M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • FAS Wealth Partners held 210,148 shares of VanEck Merk Gold Trust worth $8.11M as of Q2 2026.
  • FAS Wealth Partners bought 7,671 VanEck Merk Gold Trust shares in Q2 2026, an estimated $333K.
  • VanEck Merk Gold Trust made up 0.42% of FAS Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • FAS Wealth Partners first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • FAS Wealth Partners's VanEck Merk Gold Trust position peaked at $9.12M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.