IC
OUNZ icon

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
Q2 		$324K Buy
8,392
+1,597
+24% +$69.3K ﹤0.01% 1606
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 $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

IEQ Capital's OUNZ Position: Q2 2026 in Review

IEQ Capital increased its VanEck Merk Gold Trust (OUNZ) stake by 24% in Q2 2026, buying an estimated $69.3K and bringing the position to 8,392 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

IEQ Capital first reported a position in OUNZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $559K in Q1 2025. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • IEQ Capital held 8,392 shares of VanEck Merk Gold Trust worth $324K as of Q2 2026.
  • IEQ Capital bought 1,597 VanEck Merk Gold Trust shares in Q2 2026, an estimated $69.3K.
  • VanEck Merk Gold Trust made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1606 holding.
  • IEQ Capital first reported a position in VanEck Merk Gold Trust in Q1 2024 and has held it in 6 quarters since.
  • IEQ Capital's VanEck Merk Gold Trust position peaked at $559K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.