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
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 $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