HIW
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Holos Integrated Wealth’s VanEck Merk Gold Trust OUNZ Stock Holding History

Holos Integrated Wealth’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 		$19.8K Hold
500
– – 0.01% 211
2026
Q1 		$22.6K Buy
+500
New +$23.4K 0.01% 203

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Holos Integrated Wealth's OUNZ Position: Q2 2026 in Review

Holos Integrated Wealth held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 500 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #211.

Holos Integrated Wealth first reported a position in OUNZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.6K in Q1 2026. 72 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Holos Integrated Wealth held 500 shares of VanEck Merk Gold Trust worth $19.8K as of Q2 2026.
  • Holos Integrated Wealth left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #211 holding.
  • Holos Integrated Wealth first reported a position in VanEck Merk Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's VanEck Merk Gold Trust position peaked at $22.6K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.