Global Assets Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History

Global Assets Advisory’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	$1.53M	Buy	+39,018	New	+$1.69M	0.33%	77

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

Global Assets Advisory's OUNZ Position: Q2 2026 in Review

Global Assets Advisory opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 39,018 shares worth $1.53M. The stake represents 0.33% of the portfolio and ranks #77 among its holdings.

267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Global Assets Advisory held 39,018 shares of VanEck Merk Gold Trust worth $1.53M as of Q2 2026.
VanEck Merk Gold Trust was a new Global Assets Advisory position in Q2 2026.
VanEck Merk Gold Trust made up 0.33% of Global Assets Advisory's portfolio in Q2 2026, its #77 holding.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.