Gilpin Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Gilpin Wealth Management’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 Q3	$669K	Buy	+16,769	New	+$687K	0.45%	63

Other funds holding OUNZ

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Gilpin Wealth Management's OUNZ Position: Q3 2026 in Review

Gilpin Wealth Management opened a new position in VanEck Merk Gold Trust (OUNZ) in Q3 2026: 16,769 shares worth $669K. The stake represents 0.45% of the portfolio and ranks #63 among its holdings.

14 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

Gilpin Wealth Management held 16,769 shares of VanEck Merk Gold Trust worth $669K as of Q3 2026.
VanEck Merk Gold Trust was a new Gilpin Wealth Management position in Q3 2026.
VanEck Merk Gold Trust made up 0.45% of Gilpin Wealth Management's portfolio in Q3 2026, its #63 holding.
14 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.