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Independent Advisor Alliance’s VanEck Merk Gold Trust OUNZ Stock Holding History

Independent Advisor Alliance’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 		$4.03M Buy
+89,476
New +$4.2M 0.04% 369
2025
Q1 		– Sell
-68,809
Closed -$1.74M – 1186
2024
Q4 		$1.74M Buy
+68,809
New +$1.77M 0.02% 549

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 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

Independent Advisor Alliance's OUNZ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2026: 89,476 shares worth $4.03M. The stake represents 0.04% of the portfolio and ranks #369 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in OUNZ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in OUNZ in Q4 2024 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Independent Advisor Alliance held 89,476 shares of VanEck Merk Gold Trust worth $4.03M as of Q1 2026.
  • VanEck Merk Gold Trust was a new Independent Advisor Alliance position in Q1 2026.
  • VanEck Merk Gold Trust made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #369 holding.
  • Independent Advisor Alliance first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.