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Innovative Asset Advisors Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Innovative Asset Advisors Group’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
-325
Closed -$14.6K – 800
2026
Q1 		$14.6K Buy
+325
New +$15.2K 0.01% 567

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

Innovative Asset Advisors Group's OUNZ Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 325 shares — an estimated $14.6K sold.

Innovative Asset Advisors Group first reported a position in OUNZ in Q1 2026 and held it in 1 quarter. The position peaked at $14.6K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 325 VanEck Merk Gold Trust shares in Q2 2026, an estimated $14.6K.
  • Innovative Asset Advisors Group first reported a position in VanEck Merk Gold Trust in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's VanEck Merk Gold Trust position peaked at $14.6K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.