Kiker Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Kiker Wealth Management’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	$16.3M	Sell	422,678 -14,849	-3%	-$644K	6.36%	2
2026 Q1	$19.7M	Buy	437,527 +429,416	+5,294%	+$20.1M	9.41%	1
2025 Q4	$336K	Sell	8,111 -415,884	-98%	-$16.6M	11.16%	2
2025 Q3	$15.8M	Buy	423,995 +59,025	+16%	+$1.97M	7.96%	1
2025 Q2	$11.6M	Sell	364,970 -13,960	-4%	-$442K	6.56%	2
2025 Q1	$11.4M	Buy	378,930 +6,563	+2%	+$181K	7.79%	1
2024 Q4	$9.42M	Buy	+372,367	New	+$9.56M	7.63%	2

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Kiker Wealth Management's OUNZ Position: Q2 2026 in Review

Kiker Wealth Management reduced its VanEck Merk Gold Trust (OUNZ) stake by 3.4% in Q2 2026, selling an estimated $644K and leaving 422,678 shares worth $16.3M. The position accounts for 6.36% of the portfolio, ranked #2.

Kiker Wealth Management first reported a position in OUNZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Kiker Wealth Management held 422,678 shares of VanEck Merk Gold Trust worth $16.3M as of Q2 2026.
Kiker Wealth Management sold 14,849 VanEck Merk Gold Trust shares in Q2 2026, an estimated $644K.
VanEck Merk Gold Trust made up 6.36% of Kiker Wealth Management's portfolio in Q2 2026, its #2 holding.
Kiker Wealth Management first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 7 quarters since.
Kiker Wealth Management's VanEck Merk Gold Trust position peaked at $19.7M in Q1 2026.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.