Financial & Tax Architects’s VanEck Merk Gold Trust OUNZ Stock Holding History

Financial & Tax Architects’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	$1.32M	Buy	34,200 +9,203	+37%	+$399K	0.28%	65
2026 Q1	$1.13M	Buy	24,997 +4,159	+20%	+$195K	0.25%	73
2025 Q4	$864K	Buy	20,838 +1,681	+9%	+$67.2K	0.19%	76
2025 Q3	$712K	Buy	19,157 +5,931	+45%	+$198K	0.16%	86
2025 Q2	$422K	Buy	13,226 +1,847	+16%	+$58.5K	0.1%	78
2025 Q1	$343K	Sell	11,379 -29	-0.3%	-$802	0.09%	95
2024 Q4	$289K	Buy	11,408 +278	+2%	+$7.14K	0.07%	98
2024 Q3	$283K	Buy	+11,130	New	+$266K	0.07%	89
2023 Q3	–	Sell	-18,286	Closed	-$340K	–	89
2023 Q2	$340K	Buy	+18,286	New	+$350K	0.11%	62
2022 Q1	–	Sell	-61,637	Closed	-$1.1M	–	97
2021 Q4	$1.1M	Buy	61,637 +27,584	+81%	+$482K	0.45%	60
2021 Q3	$582K	Buy	+34,053	New	+$593K	0.27%	73
2021 Q2	–	Sell	-65,969	Closed	-$1.1M	–	106
2021 Q1	$1.1M	Buy	+65,969	New	+$1.15M	0.62%	44

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Financial & Tax Architects's OUNZ Position: Q2 2026 in Review

Financial & Tax Architects increased its VanEck Merk Gold Trust (OUNZ) stake by 37% in Q2 2026, buying an estimated $399K and bringing the position to 34,200 shares worth $1.32M. The position accounts for 0.28% of the portfolio, ranked #65.

Financial & Tax Architects first reported a position in OUNZ in Q1 2021 and has held it in 12 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Financial & Tax Architects held 34,200 shares of VanEck Merk Gold Trust worth $1.32M as of Q2 2026.
Financial & Tax Architects bought 9,203 VanEck Merk Gold Trust shares in Q2 2026, an estimated $399K.
VanEck Merk Gold Trust made up 0.28% of Financial & Tax Architects's portfolio in Q2 2026, its #65 holding.
Financial & Tax Architects first reported a position in VanEck Merk Gold Trust in Q1 2021 and has held it in 12 quarters since.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.