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Focus Partners Advisor Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

Focus Partners Advisor Solutions’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 		$511K Buy
+11,344
New +$532K 0.01% 776
2025
Q4 		– Sell
-11,344
Closed -$422K – 1215
2025
Q3 		$422K Buy
+11,344
New +$378K ﹤0.01% 793

Other funds holding OUNZ

VanEck Associates
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MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Focus Partners Advisor Solutions's OUNZ Position: Q1 2026 in Review

Focus Partners Advisor Solutions opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2026: 11,344 shares worth $511K. The stake represents 0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in OUNZ as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in OUNZ in Q3 2025 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Focus Partners Advisor Solutions held 11,344 shares of VanEck Merk Gold Trust worth $511K as of Q1 2026.
  • VanEck Merk Gold Trust was a new Focus Partners Advisor Solutions position in Q1 2026.
  • VanEck Merk Gold Trust made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #776 holding.
  • Focus Partners Advisor Solutions first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.