Focus Partners Wealth
OUNZ icon

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

Focus Partners Wealth’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 		$1.31M Sell
33,974
-3,208
-9% -$139K ﹤0.01% 1523
2026
Q1 		$1.68M Buy
37,182
+4,339
+13% +$203K ﹤0.01% 1396
2025
Q4 		$1.36M Hold
32,843
– – ﹤0.01% 1491
2025
Q3 		$1.22M Hold
32,843
– – ﹤0.01% 1208
2025
Q2 		$1.05M Buy
32,843
+11,171
+52% +$354K ﹤0.01% 1122
2025
Q1 		$653K Buy
+21,672
New +$599K ﹤0.01% 1222

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM

Focus Partners Wealth's OUNZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its VanEck Merk Gold Trust (OUNZ) stake by 8.6% in Q2 2026, selling an estimated $139K and leaving 33,974 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Focus Partners Wealth first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.68M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Focus Partners Wealth held 33,974 shares of VanEck Merk Gold Trust worth $1.31M as of Q2 2026.
  • Focus Partners Wealth sold 3,208 VanEck Merk Gold Trust shares in Q2 2026, an estimated $139K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1523 holding.
  • Focus Partners Wealth first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Focus Partners Wealth's VanEck Merk Gold Trust position peaked at $1.68M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.