Janney Montgomery Scott
OUNZ icon

Janney Montgomery Scott’s VanEck Merk Gold Trust OUNZ Stock Holding History

Janney Montgomery Scott’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 		$762K Buy
19,750
+4,475
+29% +$194K ﹤0.01% 2101
2026
Q1 		$688K Sell
15,275
-3,877
-20% -$182K ﹤0.01% 1861
2025
Q4 		$794K Sell
19,152
-360
-2% -$14.4K ﹤0.01% 1876
2025
Q3 		$726K Buy
19,512
+4,287
+28% +$143K ﹤0.01% 1923
2025
Q2 		$486K Hold
15,225
– – ﹤0.01% 2022
2025
Q1 		$459K Hold
15,225
– – ﹤0.01% 2039
2024
Q4 		$385K Hold
15,225
– – ﹤0.01% 2160
2024
Q3 		$387K Hold
15,225
– – ﹤0.01% 2135
2024
Q2 		$342K Hold
15,225
– – ﹤0.01% 2136
2024
Q1 		$327K Hold
15,225
– – ﹤0.01% 2282
2023
Q4 		$304K Sell
15,225
-355
-2% -$6.79K ﹤0.01% 2208
2023
Q3 		$279K Buy
15,580
+2,000
+15% +$37.3K ﹤0.01% 2174
2023
Q2 		$253K Sell
13,580
-1,995
-13% -$38.2K ﹤0.01% 2332
2023
Q1 		$297K Hold
15,575
– – ﹤0.01% 2057
2022
Q4 		$276K Hold
15,575
– – ﹤0.01% 2178
2022
Q3 		$251K Hold
15,575
– – ﹤0.01% 2132
2022
Q2 		$275K Hold
15,575
– – ﹤0.01% 1968
2022
Q1 		$293K Sell
15,575
-1,600
-9% -$29.2K ﹤0.01% 1897
2021
Q4 		$305K Buy
17,175
+2,025
+13% +$35.4K ﹤0.01% 1988
2021
Q3 		$259K Buy
15,150
+1,500
+11% +$26.1K ﹤0.01% 2036
2021
Q2 		$235K Buy
+13,650
New +$241K ﹤0.01% 2051
2017
Q1 		– Sell
-55,000
Closed -$626K – 1781
2016
Q4 		$626K Buy
+55,000
New +$663K 0.01% 990

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

Janney Montgomery Scott's OUNZ Position: Q2 2026 in Review

Janney Montgomery Scott increased its VanEck Merk Gold Trust (OUNZ) stake by 29% in Q2 2026, buying an estimated $194K and bringing the position to 19,750 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Janney Montgomery Scott first reported a position in OUNZ in Q4 2016 and has held it in 22 quarters since. The position peaked at $794K in Q4 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Janney Montgomery Scott held 19,750 shares of VanEck Merk Gold Trust worth $762K as of Q2 2026.
  • Janney Montgomery Scott bought 4,475 VanEck Merk Gold Trust shares in Q2 2026, an estimated $194K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2101 holding.
  • Janney Montgomery Scott first reported a position in VanEck Merk Gold Trust in Q4 2016 and has held it in 22 quarters since.
  • Janney Montgomery Scott's VanEck Merk Gold Trust position peaked at $794K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.