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JFS Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

JFS Wealth Advisors’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 		$31.5K Buy
+816
New +$35.4K ﹤0.01% 642

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

JFS Wealth Advisors's OUNZ Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 816 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • JFS Wealth Advisors held 816 shares of VanEck Merk Gold Trust worth $31.5K as of Q2 2026.
  • VanEck Merk Gold Trust was a new JFS Wealth Advisors position in Q2 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #642 holding.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.