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Legacy Wealth Management (Idaho)’s VanEck Merk Gold Trust OUNZ Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,747
Closed -$78.7K – 714
2026
Q1 		$78.7K Buy
1,747
+85
+5% +$3.99K 0.04% 209
2025
Q4 		$68.9K Buy
1,662
+562
+51% +$22.5K 0.03% 184
2025
Q3 		$40.9K Hold
1,100
– – 0.02% 196
2025
Q2 		$35.1K Hold
1,100
– – 0.02% 187
2025
Q1 		$33.2K Hold
1,100
– – 0.02% 182
2024
Q4 		$30.3K Hold
1,100
– – 0.02% 166
2024
Q3 		$27.3K Buy
+1,100
New +$26.3K 0.02% 177

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 22.9% 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

Legacy Wealth Management (Idaho)'s OUNZ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 1,747 shares — an estimated $78.7K sold.

Legacy Wealth Management (Idaho) first reported a position in OUNZ in Q3 2024 and held it in 7 quarters. The position peaked at $78.7K in Q1 2026. 269 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,747 VanEck Merk Gold Trust shares in Q2 2026, an estimated $78.7K.
  • Legacy Wealth Management (Idaho) first reported a position in VanEck Merk Gold Trust in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s VanEck Merk Gold Trust position peaked at $78.7K in Q1 2026.
  • 269 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.