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OUNZ icon

Global Retirement Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Global Retirement 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 		$950K Buy
+24,625
New +$1.07M 0.01% 767
2025
Q4 		$262K Buy
6,307
+463
+8% +$18.5K ﹤0.01% 1319
2025
Q3 		$217K Buy
5,844
+168
+3% +$5.6K ﹤0.01% 1126
2025
Q2 		$181K Buy
+5,676
New +$180K ﹤0.01% 1145
2024
Q4 		$74.5K Hold
2,944
– – ﹤0.01% 1419
2024
Q3 		$74.7K Hold
2,944
– – ﹤0.01% 1368
2024
Q2 		$66.1K Buy
2,944
+21
+0.7% +$474 ﹤0.01% 1393
2024
Q1 		$62.8K Sell
2,923
-522
-15% -$10.5K ﹤0.01% 1307
2023
Q4 		$67.6K Sell
3,445
-333
-9% -$6.37K ﹤0.01% 1223
2023
Q3 		$66.6K Sell
3,778
-3,753
-50% -$70K ﹤0.01% 1124
2023
Q2 		$140K Sell
7,531
-1,395
-16% -$26.7K 0.01% 822
2023
Q1 		$176K Buy
8,926
+7,531
+540% +$138K 0.01% 718
2022
Q4 		$24.7K Buy
+1,395
New +$23.4K ﹤0.01% 1399

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
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

Global Retirement Partners's OUNZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 24,625 shares worth $950K. The stake represents 0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OUNZ as recently as Q4 2025.

Global Retirement Partners first reported a position in OUNZ in Q4 2022 and has held it in 13 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Global Retirement Partners held 24,625 shares of VanEck Merk Gold Trust worth $950K as of Q2 2026.
  • VanEck Merk Gold Trust was a new Global Retirement Partners position in Q2 2026.
  • VanEck Merk Gold Trust made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #767 holding.
  • Global Retirement Partners first reported a position in VanEck Merk Gold Trust in Q4 2022 and has held it in 13 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.