Fidelity Investments
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Fidelity Investments’s VanEck Merk Gold Trust OUNZ Stock Holding History

Fidelity Investments’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 		$35.3K Sell
914
-115
-11% -$4.99K ﹤0.01% 4450
2026
Q1 		$46.3K Sell
1,029
-1,034
-50% -$48.5K ﹤0.01% 4162
2025
Q4 		$85.6K Sell
2,063
-477
-19% -$19.1K ﹤0.01% 3839
2025
Q3 		$94.5K Buy
2,540
+2,126
+514% +$70.9K ﹤0.01% 3688
2025
Q2 		$13.2K Buy
414
+328
+381% +$10.4K ﹤0.01% 4440
2025
Q1 		$2.6K Buy
86
+5
+6% +$138 ﹤0.01% 4843
2024
Q4 		$2.05K Hold
81
– – ﹤0.01% 4814
2024
Q3 		$2.06K Sell
81
-160
-66% -$3.83K ﹤0.01% 4808
2024
Q2 		$5.41K Hold
241
– – ﹤0.01% 4523
2024
Q1 		$5.18K Buy
241
+160
+198% +$3.21K ﹤0.01% 4492
2023
Q4 		$1.62K Sell
81
-12
-13% -$230 ﹤0.01% 4691
2023
Q3 		$1.66K Sell
93
-150
-62% -$2.8K ﹤0.01% 4580
2023
Q2 		$4.52K Buy
+243
New +$4.66K ﹤0.01% 4390

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

Fidelity Investments's OUNZ Position: Q2 2026 in Review

Fidelity Investments reduced its VanEck Merk Gold Trust (OUNZ) stake by 11% in Q2 2026, selling an estimated $4.99K and leaving 914 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4450.

Fidelity Investments first reported a position in OUNZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $94.5K in Q3 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Fidelity Investments held 914 shares of VanEck Merk Gold Trust worth $35.3K as of Q2 2026.
  • Fidelity Investments sold 115 VanEck Merk Gold Trust shares in Q2 2026, an estimated $4.99K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4450 holding.
  • Fidelity Investments first reported a position in VanEck Merk Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Fidelity Investments's VanEck Merk Gold Trust position peaked at $94.5K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.