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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
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 $133B AUM 72.99% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s OUNZ Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its VanEck Merk Gold Trust (OUNZ) stake by 5.1% in Q1 2026, buying an estimated $3.99K and bringing the position to 1,747 shares worth $78.7K. The position accounts for 0.04% of the portfolio, ranked #209.

Legacy Wealth Management (Idaho) first reported a position in OUNZ in Q3 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,747 shares of VanEck Merk Gold Trust worth $78.7K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 85 VanEck Merk Gold Trust shares in Q1 2026, an estimated $3.99K.
  • VanEck Merk Gold Trust made up 0.04% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #209 holding.
  • Legacy Wealth Management (Idaho) first reported a position in VanEck Merk Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.