Jaffetilchin Investment Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Jaffetilchin Investment Partners’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	-7,600	Closed	-$283K	–	469
2025 Q3	$283K	Hold	7,600	–	–	0.02%	366
2025 Q2	$242K	Hold	7,600	–	–	0.02%	378
2025 Q1	$229K	Buy	+7,600	New	+$210K	0.02%	373
2024 Q4	–	Sell	-4,000	Closed	-$102K	–	998
2024 Q3	$102K	Buy	+4,000	New	+$95.7K	0.01%	464
2023 Q2	–	Sell	-12,894	Closed	-$246K	–	378
2023 Q1	$246K	Buy	+12,894	New	+$237K	0.03%	311

Other funds holding OUNZ

MCM

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jaffetilchin Investment Partners's OUNZ Position: Q4 2025 in Review

Jaffetilchin Investment Partners sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 7,600 shares — an estimated $283K sold.

Jaffetilchin Investment Partners first reported a position in OUNZ in Q1 2023 and held it in 5 quarters. The position peaked at $283K in Q3 2025. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

Jaffetilchin Investment Partners reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
Jaffetilchin Investment Partners sold 7,600 VanEck Merk Gold Trust shares in Q4 2025, an estimated $283K.
Jaffetilchin Investment Partners first reported a position in VanEck Merk Gold Trust in Q1 2023 and held it in 5 quarters.
Jaffetilchin Investment Partners's VanEck Merk Gold Trust position peaked at $283K in Q3 2025.
256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2025, filed 15 Jan 2026.