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Keystone Financial Group (Kentucky)’s VanEck Merk Gold Trust OUNZ Stock Holding History

Keystone Financial Group (Kentucky)’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 		$434K Hold
11,253
– – 0.03% 353
2026
Q1 		$507K Buy
11,253
+1,450
+15% +$68K 0.03% 292
2025
Q4 		$407K Buy
+9,803
New +$392K 0.03% 292
2025
Q3 		– Sell
-9,303
Closed -$297K – 469
2025
Q2 		$297K Buy
+9,303
New +$295K 0.03% 324

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MCM
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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

Keystone Financial Group (Kentucky)'s OUNZ Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 11,253 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #353.

Keystone Financial Group (Kentucky) first reported a position in OUNZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $507K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 11,253 shares of VanEck Merk Gold Trust worth $434K as of Q2 2026.
  • Keystone Financial Group (Kentucky) left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #353 holding.
  • Keystone Financial Group (Kentucky) first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • Keystone Financial Group (Kentucky)'s VanEck Merk Gold Trust position peaked at $507K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.