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JT Stratford LLC’s VanEck Merk Gold Trust OUNZ Stock Holding History

JT Stratford LLC’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 		– Sell
-15,943
Closed -$661K – 319
2025
Q4 		$661K Buy
15,943
+1,654
+12% +$66.1K 0.08% 183
2025
Q3 		$531K Buy
+14,289
New +$476K 0.07% 211

Other funds holding OUNZ

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MCM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $43.3B AUM 29.3% 1-Year Est. Return

JT Stratford LLC's OUNZ Position: Q1 2026 in Review

JT Stratford LLC sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2026, closing a stake of 15,943 shares — an estimated $661K sold.

JT Stratford LLC first reported a position in OUNZ in Q3 2025 and held it in 2 quarters. The position peaked at $661K in Q4 2025. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • JT Stratford LLC reported no remaining VanEck Merk Gold Trust position as of Q1 2026 after selling out during the quarter.
  • JT Stratford LLC sold 15,943 VanEck Merk Gold Trust shares in Q1 2026, an estimated $661K.
  • JT Stratford LLC first reported a position in VanEck Merk Gold Trust in Q3 2025 and held it in 2 quarters.
  • JT Stratford LLC's VanEck Merk Gold Trust position peaked at $661K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.