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 Q3	$659K	Buy	16,510 +3,730	+29%	+$153K	0.04%	283
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants's OUNZ Position: Q3 2026 in Review

First Heartland Consultants increased its VanEck Merk Gold Trust (OUNZ) stake by 29% in Q3 2026, buying an estimated $153K and bringing the position to 16,510 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #283.

First Heartland Consultants first reported a position in OUNZ in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

First Heartland Consultants held 16,510 shares of VanEck Merk Gold Trust worth $659K as of Q3 2026.
First Heartland Consultants bought 3,730 VanEck Merk Gold Trust shares in Q3 2026, an estimated $153K.
VanEck Merk Gold Trust made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #283 holding.
First Heartland Consultants first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.