Financial Network Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Financial Network Wealth Advisors’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	$76.7K	Hold	1,702	–	–	0.08%	202
2025 Q4	$70.6K	Hold	1,702	–	–	0.07%	214
2025 Q3	$63.3K	Hold	1,702	–	–	0.07%	225
2025 Q2	$54.3K	Hold	1,702	–	–	0.07%	250
2025 Q1	$51.3K	Buy	+1,702	New	+$47.1K	0.07%	242
2024 Q4	–	Sell	-1,702	Closed	-$43.2K	–	739
2024 Q3	$43.2K	Hold	1,702	–	–	0.04%	295
2024 Q2	$38.2K	Buy	+1,702	New	+$38.4K	0.03%	335

Other funds holding OUNZ

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Network Wealth Advisors's OUNZ Position: Q1 2026 in Review

Financial Network Wealth Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 1,702 shares worth $76.7K. The position accounts for 0.08% of the portfolio, ranked #202.

Financial Network Wealth Advisors first reported a position in OUNZ in Q2 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Financial Network Wealth Advisors held 1,702 shares of VanEck Merk Gold Trust worth $76.7K as of Q1 2026.
Financial Network Wealth Advisors left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
VanEck Merk Gold Trust made up 0.08% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #202 holding.
Financial Network Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 7 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.