HM Payson & Co’s VanEck Merk Gold Trust OUNZ Stock Holding History

HM Payson & Co’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	$176K	Hold	4,550	–	–	﹤0.01%	470
2026 Q1	$205K	Hold	4,550	–	–	﹤0.01%	430
2025 Q4	$189K	Hold	4,550	–	–	﹤0.01%	440
2025 Q3	$169K	Hold	4,550	–	–	﹤0.01%	465
2025 Q2	$145K	Hold	4,550	–	–	﹤0.01%	477
2025 Q1	$137K	Sell	4,550 -904	-17%	-$25K	﹤0.01%	477
2024 Q4	$138K	Sell	5,454 -3,025	-36%	-$77.7K	﹤0.01%	483
2024 Q3	$215K	Hold	8,479	–	–	﹤0.01%	402
2024 Q2	$190K	Hold	8,479	–	–	﹤0.01%	405
2024 Q1	$182K	Hold	8,479	–	–	﹤0.01%	425
2023 Q4	$169K	Hold	8,479	–	–	﹤0.01%	414
2023 Q3	$152K	Hold	8,479	–	–	﹤0.01%	420
2023 Q2	$158K	Hold	8,479	–	–	﹤0.01%	407
2023 Q1	$162K	Hold	8,479	–	–	﹤0.01%	406
2022 Q4	$150K	Sell	8,479 -5,200	-38%	-$87.3K	﹤0.01%	407
2022 Q3	$221K	Buy	13,679 +3,025	+28%	+$50.7K	0.01%	348
2022 Q2	$187K	Hold	10,654	–	–	﹤0.01%	386
2022 Q1	$201K	Hold	10,654	–	–	﹤0.01%	403
2021 Q4	$189K	Hold	10,654	–	–	﹤0.01%	408
2021 Q3	$182K	Hold	10,654	–	–	﹤0.01%	402
2021 Q2	$183K	Hold	10,654	–	–	﹤0.01%	400
2021 Q1	$177K	Hold	10,654	–	–	﹤0.01%	410
2020 Q4	$197K	Buy	+10,654	New	+$195K	0.01%	383

Other funds holding OUNZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

HM Payson & Co's OUNZ Position: Q2 2026 in Review

HM Payson & Co held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 4,550 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

HM Payson & Co first reported a position in OUNZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $221K in Q3 2022. 44 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

HM Payson & Co held 4,550 shares of VanEck Merk Gold Trust worth $176K as of Q2 2026.
HM Payson & Co left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #470 holding.
HM Payson & Co first reported a position in VanEck Merk Gold Trust in Q4 2020 and has held it in 23 quarters since.
HM Payson & Co's VanEck Merk Gold Trust position peaked at $221K in Q3 2022.
44 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.