First Heartland Consultants’s VanEck Merk Gold Trust OUNZ Stock Holding History

First Heartland Consultants’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	$493K	Buy	12,780 +3,209	+34%	+$139K	0.03%	327
2026 Q1	$431K	Buy	9,571 +2,072	+28%	+$97.2K	0.03%	315
2025 Q4	$311K	Buy	+7,499	New	+$300K	0.02%	411

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

First Heartland Consultants's OUNZ Position: Q2 2026 in Review

First Heartland Consultants increased its VanEck Merk Gold Trust (OUNZ) stake by 34% in Q2 2026, buying an estimated $139K and bringing the position to 12,780 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #327.

First Heartland Consultants first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

First Heartland Consultants held 12,780 shares of VanEck Merk Gold Trust worth $493K as of Q2 2026.
First Heartland Consultants bought 3,209 VanEck Merk Gold Trust shares in Q2 2026, an estimated $139K.
VanEck Merk Gold Trust made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #327 holding.
First Heartland Consultants first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.