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Ferguson Shapiro’s VanEck Merk Gold Trust OUNZ Stock Holding History

Ferguson Shapiro’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 		$3.04M Buy
+78,831
New +$3.42M 0.89% 28
2023
Q3 		– Sell
-230,174
Closed -$4.28M – 31
2023
Q2 		$4.28M Buy
+230,174
New +$4.41M 2.8% 7

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 22.9% 1-Year Est. Return
Modern Wealth Management
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

Ferguson Shapiro's OUNZ Position: Q2 2026 in Review

Ferguson Shapiro opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 78,831 shares worth $3.04M. The stake represents 0.89% of the portfolio and ranks #28 among its holdings. This is a return to the name: Ferguson Shapiro previously reported a position in OUNZ as recently as Q2 2023.

Ferguson Shapiro first reported a position in OUNZ in Q2 2023 and has held it in 2 quarters since. The position peaked at $4.28M in Q2 2023. 269 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Ferguson Shapiro held 78,831 shares of VanEck Merk Gold Trust worth $3.04M as of Q2 2026.
  • VanEck Merk Gold Trust was a new Ferguson Shapiro position in Q2 2026.
  • VanEck Merk Gold Trust made up 0.89% of Ferguson Shapiro's portfolio in Q2 2026, its #28 holding.
  • Ferguson Shapiro first reported a position in VanEck Merk Gold Trust in Q2 2023 and has held it in 2 quarters since.
  • Ferguson Shapiro's VanEck Merk Gold Trust position peaked at $4.28M in Q2 2023.
  • 269 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.