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Foundations Investment Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Foundations Investment Advisors’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 		$2.23M Buy
49,393
+401
+0.8% +$18.8K 0.03% 356
2025
Q4 		$2.03M Buy
48,992
+3,203
+7% +$128K 0.03% 345
2025
Q3 		$1.7M Buy
45,789
+7,743
+20% +$258K 0.02% 344
2025
Q2 		$1.21M Buy
38,046
+4,248
+13% +$135K 0.02% 387
2025
Q1 		$1.02M Buy
33,798
+1,695
+5% +$46.9K 0.02% 403
2024
Q4 		$812K Buy
32,103
+5,533
+21% +$142K 0.02% 442
2024
Q3 		$675K Buy
26,570
+12,452
+88% +$298K 0.01% 443
2024
Q2 		$317K Buy
+14,118
New +$319K 0.01% 596

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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