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IFP Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

IFP Advisors’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 		$29K Buy
752
+30
+4% +$1.3K ﹤0.01% 2740
2026
Q1 		$32.5K Hold
722
– – ﹤0.01% 2501
2025
Q4 		$29.9K Buy
722
+57
+9% +$2.28K ﹤0.01% 2495
2025
Q3 		$24.7K Sell
665
-304
-31% -$10.1K ﹤0.01% 2475
2025
Q2 		$30.9K Buy
969
+40
+4% +$1.27K ﹤0.01% 2305
2025
Q1 		$28K Buy
929
+434
+88% +$12K ﹤0.01% 2156
2024
Q4 		$12.5K Hold
495
– – ﹤0.01% 2448
2024
Q3 		$12.6K Hold
495
– – ﹤0.01% 2336
2024
Q2 		$11.1K Hold
495
– – ﹤0.01% 2308
2024
Q1 		$10.6K Hold
495
– – ﹤0.01% 2212
2023
Q4 		$9.88K Sell
495
-775
-61% -$14.8K ﹤0.01% 2191
2023
Q3 		$22.7K Sell
1,270
-768
-38% -$14.3K ﹤0.01% 1874
2023
Q2 		$37.9K Buy
2,038
+1,270
+165% +$24.3K ﹤0.01% 1724
2023
Q1 		$9.78K Sell
768
-2,000
-72% -$36.7K ﹤0.01% 2294
2022
Q4 		$35K Buy
2,768
+768
+38% +$12.9K ﹤0.01% 2488
2022
Q3 		$25K Hold
2,000
– – ﹤0.01% 2898
2022
Q2 		$25K Hold
2,000
– – ﹤0.01% 2672
2022
Q1 		$25K Buy
+2,000
New +$36.5K ﹤0.01% 2671
2019
Q1 		– Sell
-11,600
Closed -$146K – 3101
2018
Q4 		$146K Sell
11,600
-100
-0.9% -$1.21K 0.01% 1004
2018
Q3 		$137K Sell
11,700
-900
-7% -$10.7K 0.01% 1289
2018
Q2 		$155K Buy
12,600
+900
+8% +$11.6K 0.01% 1221
2018
Q1 		$150K Hold
11,700
– – 0.01% 1130
2017
Q4 		$150K Sell
11,700
-4,200
-26% -$52.9K 0.01% 1136
2017
Q3 		$201K Buy
15,900
+1,567
+11% +$19.8K 0.01% 1141
2017
Q2 		$176K Buy
14,333
+4,433
+45% +$55.1K 0.01% 1202
2017
Q1 		$122K Buy
9,900
+9,800
+9,800% +$118K 0.01% 1386
2016
Q4 		$1K Hold
100
– – ﹤0.01% 3816
2016
Q3 		$1K Buy
+100
New +$1.32K ﹤0.01% 3754

Other funds holding OUNZ

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFP Advisors's OUNZ Position: Q2 2026 in Review

IFP Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 4.2% in Q2 2026, buying an estimated $1.3K and bringing the position to 752 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

IFP Advisors first reported a position in OUNZ in Q3 2016 and has held it in 28 quarters since. The position peaked at $201K in Q3 2017. 252 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • IFP Advisors held 752 shares of VanEck Merk Gold Trust worth $29K as of Q2 2026.
  • IFP Advisors bought 30 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.3K.
  • VanEck Merk Gold Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2740 holding.
  • IFP Advisors first reported a position in VanEck Merk Gold Trust in Q3 2016 and has held it in 28 quarters since.
  • IFP Advisors's VanEck Merk Gold Trust position peaked at $201K in Q3 2017.
  • 252 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.