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

Kingsview 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	$1.23M	Buy	31,760 +1,648	+5%	+$71.5K	0.01%	695
2026 Q1	$1.36M	Buy	+30,112	New	+$1.41M	0.02%	594
2023 Q4	–	Sell	-31,406	Closed	-$562K	–	1002
2023 Q3	$562K	Buy	31,406 +18,278	+139%	+$341K	0.02%	585
2023 Q2	$244K	Sell	13,128 -4,273	-25%	-$81.9K	0.01%	803
2023 Q1	$332K	Buy	+17,401	New	+$319K	0.01%	678

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

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

Kingsview Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 5.5% in Q2 2026, buying an estimated $71.5K and bringing the position to 31,760 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #695.

Kingsview Wealth Management first reported a position in OUNZ in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Kingsview Wealth Management held 31,760 shares of VanEck Merk Gold Trust worth $1.23M as of Q2 2026.
Kingsview Wealth Management bought 1,648 VanEck Merk Gold Trust shares in Q2 2026, an estimated $71.5K.
VanEck Merk Gold Trust made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #695 holding.
Kingsview Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2023 and has held it in 5 quarters since.
Kingsview Wealth Management's VanEck Merk Gold Trust position peaked at $1.36M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.