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IEQ Capital’s VanEck Merk Gold Trust OUNZ Stock Holding History

IEQ Capital’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 		$306K Sell
6,795
-155
-2% -$7.27K ﹤0.01% 1508
2025
Q4 		$288K Hold
6,950
– – ﹤0.01% 1550
2025
Q3 		$258K Buy
+6,950
New +$232K ﹤0.01% 1582
2025
Q2 		– Sell
-18,559
Closed -$559K – 1944
2025
Q1 		$559K Buy
+18,559
New +$513K ﹤0.01% 934
2024
Q2 		– Sell
-20,450
Closed -$439K – 1029
2024
Q1 		$439K Buy
+20,450
New +$410K 0.01% 660

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $377B 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 $432B 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

IEQ Capital's OUNZ Position: Q1 2026 in Review

IEQ Capital reduced its VanEck Merk Gold Trust (OUNZ) stake by 2.2% in Q1 2026, selling an estimated $7.27K and leaving 6,795 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

IEQ Capital first reported a position in OUNZ in Q1 2024 and has held it in 5 quarters since. The position peaked at $559K in Q1 2025. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • IEQ Capital held 6,795 shares of VanEck Merk Gold Trust worth $306K as of Q1 2026.
  • IEQ Capital sold 155 VanEck Merk Gold Trust shares in Q1 2026, an estimated $7.27K.
  • VanEck Merk Gold Trust made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1508 holding.
  • IEQ Capital first reported a position in VanEck Merk Gold Trust in Q1 2024 and has held it in 5 quarters since.
  • IEQ Capital's VanEck Merk Gold Trust position peaked at $559K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.