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GWN Securities’s VanEck Merk Gold Trust OUNZ Stock Holding History

GWN Securities’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 		$462K Sell
11,982
-155
-1% -$6.73K 0.08% 307
2026
Q1 		$547K Buy
12,137
+6,537
+117% +$307K 0.1% 239
2025
Q4 		$232K Buy
+5,600
New +$224K 0.05% 390
2025
Q3 		– Sell
-10,460
Closed -$334K – 426
2025
Q2 		$334K Buy
+10,460
New +$331K 0.06% 282

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

GWN Securities's OUNZ Position: Q2 2026 in Review

GWN Securities reduced its VanEck Merk Gold Trust (OUNZ) stake by 1.3% in Q2 2026, selling an estimated $6.73K and leaving 11,982 shares worth $462K. The position accounts for 0.08% of the portfolio, ranked #307.

GWN Securities first reported a position in OUNZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $547K in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • GWN Securities held 11,982 shares of VanEck Merk Gold Trust worth $462K as of Q2 2026.
  • GWN Securities sold 155 VanEck Merk Gold Trust shares in Q2 2026, an estimated $6.73K.
  • VanEck Merk Gold Trust made up 0.08% of GWN Securities's portfolio in Q2 2026, its #307 holding.
  • GWN Securities first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • GWN Securities's VanEck Merk Gold Trust position peaked at $547K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.