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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

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

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.

107 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.
  • 107 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.