Jim Simons
OUNZ icon

Jim Simons’s VanEck Merk Gold Trust OUNZ Stock Holding History

Jim Simons’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
Q1 		$1.64M Sell
36,470
-61,630
-63% -$2.89M ﹤0.01% 1997
2025
Q4 		$4.07M Sell
98,100
-19,500
-17% -$779K 0.01% 1422
2025
Q3 		$4.37M Buy
117,600
+19,300
+20% +$643K 0.01% 1579
2025
Q2 		$3.13M Sell
98,300
-414,600
-81% -$13.1M ﹤0.01% 1811
2025
Q1 		$15.5M Buy
512,900
+321,000
+167% +$8.88M 0.02% 778
2024
Q4 		$4.86M Buy
191,900
+3,910
+2% +$100K 0.01% 1477
2024
Q3 		$4.77M Buy
187,990
+85,190
+83% +$2.04M 0.01% 1467
2024
Q2 		$2.31M Buy
102,800
+38,800
+61% +$876K ﹤0.01% 1795
2024
Q1 		$1.38M Sell
64,000
-88,000
-58% -$1.76M ﹤0.01% 2272
2023
Q4 		$3.03M Buy
+152,000
New +$2.91M ﹤0.01% 1685
2023
Q2 		– Sell
-88,900
Closed -$1.7M – 4179
2023
Q1 		$1.7M Buy
+88,900
New +$1.63M ﹤0.01% 2129
2022
Q4 		– Sell
-178,400
Closed -$2.88M – 4317
2022
Q3 		$2.88M Buy
178,400
+147,900
+485% +$2.48M ﹤0.01% 1788
2022
Q2 		$535K Buy
30,500
+2,600
+9% +$47.3K ﹤0.01% 3129
2022
Q1 		$525K Buy
27,900
+8,900
+47% +$163K ﹤0.01% 3157
2021
Q4 		$338K Buy
+19,000
New +$332K ﹤0.01% 3287

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jim Simons's OUNZ Position: Q1 2026 in Review

Jim Simons reduced its VanEck Merk Gold Trust (OUNZ) stake by 63% in Q1 2026, selling an estimated $2.89M and leaving 36,470 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Jim Simons first reported a position in OUNZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $15.5M in Q1 2025. 290 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Jim Simons held 36,470 shares of VanEck Merk Gold Trust worth $1.64M as of Q1 2026.
  • Jim Simons sold 61,630 VanEck Merk Gold Trust shares in Q1 2026, an estimated $2.89M.
  • VanEck Merk Gold Trust made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1997 holding.
  • Jim Simons first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • Jim Simons's VanEck Merk Gold Trust position peaked at $15.5M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.