IWM
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IHT Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

IHT Wealth Management’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 		$487K Buy
12,631
+897
+8% +$38.9K 0.01% 838
2026
Q1 		$529K Sell
11,734
-2,214
-16% -$104K 0.01% 802
2025
Q4 		$579K Sell
13,948
-2,600
-16% -$104K 0.01% 718
2025
Q3 		$615K Buy
16,548
+770
+5% +$25.7K 0.02% 671
2025
Q2 		$503K Sell
15,778
-55,638
-78% -$1.76M 0.01% 699
2025
Q1 		$2.15M Sell
71,416
-24,852
-26% -$687K 0.07% 277
2024
Q4 		$2.44M Sell
96,268
-39,339
-29% -$1.01M 0.08% 235
2024
Q3 		$3.44M Sell
135,607
-59,067
-30% -$1.41M 0.1% 215
2024
Q2 		$4.37M Sell
194,674
-7,882
-4% -$178K 0.16% 125
2024
Q1 		$4.35M Sell
202,556
-51,284
-20% -$1.03M 0.17% 118
2023
Q4 		$5.07M Buy
253,840
+18,992
+8% +$363K 0.23% 95
2023
Q3 		$4.2M Sell
234,848
-387,251
-62% -$7.22M 0.21% 105
2023
Q2 		$11.6M Buy
622,099
+596,874
+2,366% +$11.4M 0.6% 28
2023
Q1 		$482K Sell
25,225
-5,100
-17% -$93.5K 0.03% 513
2022
Q4 		$536K Sell
30,325
-1,950
-6% -$32.7K 0.03% 474
2022
Q3 		$521K Buy
32,275
+10,425
+48% +$175K 0.04% 447
2022
Q2 		$383K Hold
21,850
– – 0.03% 457
2022
Q1 		$411K Hold
21,850
– – 0.03% 476
2021
Q4 		$388K Hold
21,850
– – 0.03% 517
2021
Q3 		$373K Sell
21,850
-30,903
-59% -$538K 0.03% 522
2021
Q2 		$908K Buy
52,753
+400
+0.8% +$7.07K 0.06% 344
2021
Q1 		$871K Buy
52,353
+11,245
+27% +$196K 0.06% 299
2020
Q4 		$761K Buy
41,108
+5,600
+16% +$102K 0.06% 297
2020
Q3 		$653K Buy
35,508
+17,448
+97% +$326K 0.07% 276
2020
Q2 		$314K Hold
18,060
– – 0.04% 399
2020
Q1 		$278K Buy
+18,060
New +$279K 0.04% 409

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

IHT Wealth Management's OUNZ Position: Q2 2026 in Review

IHT Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 7.6% in Q2 2026, buying an estimated $38.9K and bringing the position to 12,631 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #838.

IHT Wealth Management first reported a position in OUNZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.6M in Q2 2023. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • IHT Wealth Management held 12,631 shares of VanEck Merk Gold Trust worth $487K as of Q2 2026.
  • IHT Wealth Management bought 897 VanEck Merk Gold Trust shares in Q2 2026, an estimated $38.9K.
  • VanEck Merk Gold Trust made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #838 holding.
  • IHT Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • IHT Wealth Management's VanEck Merk Gold Trust position peaked at $11.6M in Q2 2023.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.