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L & S Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

L & S 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 		$235K Hold
6,085
– – 0.02% 218
2026
Q1 		$274K Buy
6,085
+535
+10% +$25.1K 0.03% 207
2025
Q4 		$230K Buy
+5,550
New +$222K 0.02% 342

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

L & S Advisors's OUNZ Position: Q2 2026 in Review

L & S Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 6,085 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #218.

L & S Advisors first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • L & S Advisors held 6,085 shares of VanEck Merk Gold Trust worth $235K as of Q2 2026.
  • L & S Advisors left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up 0.02% of L & S Advisors's portfolio in Q2 2026, its #218 holding.
  • L & S Advisors first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • L & S Advisors's VanEck Merk Gold Trust position peaked at $274K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.