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Kingswood Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Kingswood Wealth Advisors’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 		$424K Buy
10,990
+695
+7% +$30.2K 0.02% 657
2026
Q1 		$464K Buy
10,295
+452
+5% +$21.2K 0.02% 568
2025
Q4 		$408K Buy
9,843
+364
+4% +$14.5K 0.02% 581
2025
Q3 		$353K Buy
9,479
+156
+2% +$5.2K 0.02% 572
2025
Q2 		$297K Buy
+9,323
New +$295K 0.02% 575

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

Kingswood Wealth Advisors's OUNZ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 6.8% in Q2 2026, buying an estimated $30.2K and bringing the position to 10,990 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #657.

Kingswood Wealth Advisors first reported a position in OUNZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $464K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Kingswood Wealth Advisors held 10,990 shares of VanEck Merk Gold Trust worth $424K as of Q2 2026.
  • Kingswood Wealth Advisors bought 695 VanEck Merk Gold Trust shares in Q2 2026, an estimated $30.2K.
  • VanEck Merk Gold Trust made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #657 holding.
  • Kingswood Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's VanEck Merk Gold Trust position peaked at $464K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.