Jones Financial Companies
OUNZ icon

Jones Financial Companies’s VanEck Merk Gold Trust OUNZ Stock Holding History

Jones Financial Companies’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 		$39.1K Sell
997
-1,168
-54% -$50.7K ﹤0.01% 3226
2026
Q1 		$94K Buy
2,165
+2,127
+5,597% +$99.7K ﹤0.01% 2698
2025
Q4 		$1.58K Sell
38
-110
-74% -$4.4K ﹤0.01% 3895
2025
Q3 		$5.37K Buy
+148
New +$4.93K ﹤0.01% 3340

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

Jones Financial Companies's OUNZ Position: Q2 2026 in Review

Jones Financial Companies reduced its VanEck Merk Gold Trust (OUNZ) stake by 54% in Q2 2026, selling an estimated $50.7K and leaving 997 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Jones Financial Companies first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $94K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Jones Financial Companies held 997 shares of VanEck Merk Gold Trust worth $39.1K as of Q2 2026.
  • Jones Financial Companies sold 1,168 VanEck Merk Gold Trust shares in Q2 2026, an estimated $50.7K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3226 holding.
  • Jones Financial Companies first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's VanEck Merk Gold Trust position peaked at $94K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.