FFO
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Fiduciary Family Office’s VanEck Merk Gold Trust OUNZ Stock Holding History

Fiduciary Family Office’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
2025
Q1 		– Sell
-459,645
Closed -$11.6M – 221
2024
Q4 		$11.6M Buy
+459,645
New +$11.8M 3.42% 13

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fiduciary Family Office's OUNZ Position: Q1 2025 in Review

Fiduciary Family Office sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2025, closing a stake of 459,645 shares — an estimated $11.6M sold.

Fiduciary Family Office first reported a position in OUNZ in Q4 2024 and held it in 1 quarter. The position peaked at $11.6M in Q4 2024. 183 funds tracked by Wall St. Rank hold OUNZ as of Q1 2025.

  • Fiduciary Family Office reported no remaining VanEck Merk Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 459,645 VanEck Merk Gold Trust shares in Q1 2025, an estimated $11.6M.
  • Fiduciary Family Office first reported a position in VanEck Merk Gold Trust in Q4 2024 and held it in 1 quarter.
  • Fiduciary Family Office's VanEck Merk Gold Trust position peaked at $11.6M in Q4 2024.
  • 183 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.