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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
Q2 		– Sell
-89,476
Closed -$4.03M – 1453
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 $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

Independent Advisor Alliance's OUNZ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 89,476 shares — an estimated $4.03M sold.

Independent Advisor Alliance first reported a position in OUNZ in Q4 2024 and held it in 2 quarters. The position peaked at $4.03M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 89,476 VanEck Merk Gold Trust shares in Q2 2026, an estimated $4.03M.
  • Independent Advisor Alliance first reported a position in VanEck Merk Gold Trust in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's VanEck Merk Gold Trust position peaked at $4.03M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.