Regatta Research & Money Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Regatta Research & Money 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	$106K	Buy	+2,757	New	+$120K	0.1%	172

Other funds holding OUNZ

MCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KWM

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

Regatta Research & Money Management's OUNZ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 2,757 shares worth $106K. The stake represents 0.1% of the portfolio and ranks #172 among its holdings.

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

Regatta Research & Money Management held 2,757 shares of VanEck Merk Gold Trust worth $106K as of Q2 2026.
VanEck Merk Gold Trust was a new Regatta Research & Money Management position in Q2 2026.
VanEck Merk Gold Trust made up 0.1% of Regatta Research & Money Management's portfolio in Q2 2026, its #172 holding.
212 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.