Guild Investment Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Guild Investment 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 Q2	$4.92M	Buy	127,390 +4,460	+4%	+$194K	3.36%	10
2026 Q1	$5.54M	Sell	122,930 -21,760	-15%	-$1.02M	3.96%	8
2025 Q4	$6M	Buy	144,690 +1,400	+1%	+$56K	4.45%	6
2025 Q3	$5.33M	Buy	143,290 +870	+0.6%	+$29K	4.23%	7
2025 Q2	$4.54M	Buy	142,420 +870	+0.6%	+$27.6K	3.95%	9
2025 Q1	$4.27M	Buy	141,550 +20	+0%	+$553	4.48%	7
2024 Q4	$3.58M	Sell	141,530 -2,500	-2%	-$64.2K	3.9%	9
2024 Q3	$3.66M	Buy	144,030 +9,700	+7%	+$232K	4.02%	8
2024 Q2	$3.02M	Buy	134,330 +118,330	+740%	+$2.67M	3.45%	10
2024 Q1	$344K	Sell	16,000 -4,000	-20%	-$80.2K	0.44%	38
2023 Q4	$399K	Hold	20,000	–	–	0.63%	36
2023 Q3	$358K	Buy	+20,000	New	+$373K	0.6%	41

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

Guild Investment Management's OUNZ Position: Q2 2026 in Review

Guild Investment Management increased its VanEck Merk Gold Trust (OUNZ) stake by 3.6% in Q2 2026, buying an estimated $194K and bringing the position to 127,390 shares worth $4.92M. The position accounts for 3.36% of the portfolio, ranked #10.

Guild Investment Management first reported a position in OUNZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $6M in Q4 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Guild Investment Management held 127,390 shares of VanEck Merk Gold Trust worth $4.92M as of Q2 2026.
Guild Investment Management bought 4,460 VanEck Merk Gold Trust shares in Q2 2026, an estimated $194K.
VanEck Merk Gold Trust made up 3.36% of Guild Investment Management's portfolio in Q2 2026, its #10 holding.
Guild Investment Management first reported a position in VanEck Merk Gold Trust in Q3 2023 and has held it in 12 quarters since.
Guild Investment Management's VanEck Merk Gold Trust position peaked at $6M in Q4 2025.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Guild Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.