GIM
OUNZ icon

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
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return