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Legacy Investment Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$35.1K Buy
+1,100
New +$34.8K 0.02% 187
2024
Q4 		$30.3K Hold
1,100
– – 0.02% 166
2024
Q3 		$27.3K Buy
+1,100
New +$26.3K 0.02% 177

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Legacy Investment Solutions's OUNZ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2025: 1,100 shares worth $35.1K. The stake represents 0.02% of the portfolio and ranks #187 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in OUNZ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in OUNZ in Q3 2024 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold OUNZ as of Q2 2025.

  • Legacy Investment Solutions held 1,100 shares of VanEck Merk Gold Trust worth $35.1K as of Q2 2025.
  • VanEck Merk Gold Trust was a new Legacy Investment Solutions position in Q2 2025.
  • VanEck Merk Gold Trust made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #187 holding.
  • Legacy Investment Solutions first reported a position in VanEck Merk Gold Trust in Q3 2024 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.