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 Q2	$2.16M	Buy	55,916 +6,523	+13%	+$283K	0.02%	386
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 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

Foundations Investment Advisors's OUNZ Position: Q2 2026 in Review

Foundations Investment Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 13% in Q2 2026, buying an estimated $283K and bringing the position to 55,916 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #386.

Foundations Investment Advisors first reported a position in OUNZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Foundations Investment Advisors held 55,916 shares of VanEck Merk Gold Trust worth $2.16M as of Q2 2026.
Foundations Investment Advisors bought 6,523 VanEck Merk Gold Trust shares in Q2 2026, an estimated $283K.
VanEck Merk Gold Trust made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #386 holding.
Foundations Investment Advisors first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's VanEck Merk Gold Trust position peaked at $2.23M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.