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

Lake Hills 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	$244K	Buy	+6,329	New	+$275K	0.11%	58

Other funds holding OUNZ

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Lake Hills Wealth Management's OUNZ Position: Q2 2026 in Review

Lake Hills Wealth Management opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 6,329 shares worth $244K. The stake represents 0.11% of the portfolio and ranks #58 among its holdings.

113 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Lake Hills Wealth Management held 6,329 shares of VanEck Merk Gold Trust worth $244K as of Q2 2026.
VanEck Merk Gold Trust was a new Lake Hills Wealth Management position in Q2 2026.
VanEck Merk Gold Trust made up 0.11% of Lake Hills Wealth Management's portfolio in Q2 2026, its #58 holding.
113 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.