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

Gateway Wealth Partners’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 		$260K Sell
6,731
-6,151
-48% -$267K 0.02% 675
2026
Q1 		$580K Buy
12,882
+7,071
+122% +$332K 0.02% 521
2025
Q4 		$241K Buy
+5,811
New +$232K 0.03% 414

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PWA
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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

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

Gateway Wealth Partners reduced its VanEck Merk Gold Trust (OUNZ) stake by 48% in Q2 2026, selling an estimated $267K and leaving 6,731 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #675.

Gateway Wealth Partners first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $580K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Gateway Wealth Partners held 6,731 shares of VanEck Merk Gold Trust worth $260K as of Q2 2026.
  • Gateway Wealth Partners sold 6,151 VanEck Merk Gold Trust shares in Q2 2026, an estimated $267K.
  • VanEck Merk Gold Trust made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #675 holding.
  • Gateway Wealth Partners first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's VanEck Merk Gold Trust position peaked at $580K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.