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Kovack Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Kovack 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
Q1 		– Sell
-8,911
Closed -$370K – 1081
2025
Q4 		$370K Buy
+8,911
New +$356K 0.02% 691

Other funds holding OUNZ

VanEck Associates
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kovack Advisors's OUNZ Position: Q1 2026 in Review

Kovack Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2026, closing a stake of 8,911 shares — an estimated $370K sold.

Kovack Advisors first reported a position in OUNZ in Q4 2025 and held it in 1 quarter. The position peaked at $370K in Q4 2025. 291 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Kovack Advisors reported no remaining VanEck Merk Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 8,911 VanEck Merk Gold Trust shares in Q1 2026, an estimated $370K.
  • Kovack Advisors first reported a position in VanEck Merk Gold Trust in Q4 2025 and held it in 1 quarter.
  • Kovack Advisors's VanEck Merk Gold Trust position peaked at $370K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.