Integrated Advisors Network
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Integrated Advisors Network’s VanEck Merk Gold Trust OUNZ Stock Holding History

Integrated Advisors Network’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
2025
Q4 		– Sell
-17,307
Closed -$644K – 785
2025
Q3 		$644K Sell
17,307
-342
-2% -$11.4K 0.03% 463
2025
Q2 		$563K Sell
17,649
-11,803
-40% -$374K 0.03% 472
2025
Q1 		$888K Hold
29,452
– – 0.04% 339
2024
Q4 		$745K Sell
29,452
-8,575
-23% -$220K 0.04% 359
2024
Q3 		$966K Sell
38,027
-150
-0.4% -$3.59K 0.05% 326
2024
Q2 		$857K Buy
38,177
+271
+0.7% +$6.12K 0.04% 324
2024
Q1 		$814K Buy
37,906
+2,500
+7% +$50.1K 0.04% 351
2023
Q4 		$707K Hold
35,406
– – 0.04% 353
2023
Q3 		$633K Hold
35,406
– – 0.04% 365
2023
Q2 		$659K Hold
35,406
– – 0.04% 370
2023
Q1 		$676K Hold
35,406
– – 0.04% 357
2022
Q4 		$626K Hold
35,406
– – 0.04% 367
2022
Q3 		$571K Sell
35,406
-3,554
-9% -$59.5K 0.04% 371
2022
Q2 		$683K Buy
38,960
+2,000
+5% +$36.4K 0.04% 349
2022
Q1 		$696K Sell
36,960
-19,506
-35% -$356K 0.04% 364
2021
Q4 		$1M Hold
56,466
– – 0.06% 283
2021
Q3 		$965K Sell
56,466
-621
-1% -$10.8K 0.06% 264
2021
Q2 		$983K Sell
57,087
-14,106
-20% -$249K 0.07% 228
2021
Q1 		$1.18M Sell
71,193
-3,204
-4% -$56K 0.11% 188
2020
Q4 		$1.38M Sell
74,397
-12,585
-14% -$230K 0.15% 158
2020
Q3 		$1.6M Sell
86,982
-7,464
-8% -$139K 0.2% 129
2020
Q2 		$1.64M Buy
+94,446
New +$1.58M 0.19% 140

Other funds holding OUNZ

Morton Capital Management
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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Asset One Wealth Management
Asset One Wealth Management Bellevue, Washington $948M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Integrated Advisors Network's OUNZ Position: Q4 2025 in Review

Integrated Advisors Network sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 17,307 shares — an estimated $644K sold.

Integrated Advisors Network first reported a position in OUNZ in Q2 2020 and held it in 22 quarters. The position peaked at $1.64M in Q2 2020. 257 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

  • Integrated Advisors Network reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 17,307 VanEck Merk Gold Trust shares in Q4 2025, an estimated $644K.
  • Integrated Advisors Network first reported a position in VanEck Merk Gold Trust in Q2 2020 and held it in 22 quarters.
  • Integrated Advisors Network's VanEck Merk Gold Trust position peaked at $1.64M in Q2 2020.
  • 257 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Integrated Advisors Network's 13F filing for Q4 2025, filed 17 Feb 2026.