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

Lyell 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	$2.29M	Sell	59,265 -23,980	-29%	-$1.04M	0.14%	92
2026 Q1	$3.75M	Buy	83,245 +21,450	+35%	+$1.01M	0.28%	72
2025 Q4	$2.56M	Sell	61,795 -14,700	-19%	-$588K	0.19%	78
2025 Q3	$2.84M	Buy	76,495 +16,700	+28%	+$557K	0.21%	78
2025 Q2	$1.91M	Hold	59,795	–	–	0.15%	90
2025 Q1	$1.8M	Buy	59,795 +10,130	+20%	+$280K	0.17%	99
2024 Q4	$1.26M	Hold	49,665	–	–	0.11%	110
2024 Q3	$1.26M	Hold	49,665	–	–	0.11%	109
2024 Q2	$1.12M	Buy	49,665 +17,950	+57%	+$405K	0.11%	106
2024 Q1	$681K	Buy	31,715 +2,820	+10%	+$56.5K	0.07%	122
2023 Q4	$577K	Hold	28,895	–	–	0.07%	129
2023 Q3	$517K	Hold	28,895	–	–	0.07%	120
2023 Q2	$537K	Hold	28,895	–	–	0.07%	129
2023 Q1	$552K	Hold	28,895	–	–	0.08%	135
2022 Q4	$511K	Hold	28,895	–	–	0.08%	134
2022 Q3	$466K	Hold	28,895	–	–	0.08%	130
2022 Q2	$507K	Hold	28,895	–	–	0.08%	130
2022 Q1	$544K	Hold	28,895	–	–	0.07%	131
2021 Q4	$514K	Hold	28,895	–	–	0.06%	134
2021 Q3	$494K	Hold	28,895	–	–	0.06%	131
2021 Q2	$498K	Buy	+28,895	New	+$510K	0.06%	137

Other funds holding OUNZ

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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Lyell Wealth Management's OUNZ Position: Q2 2026 in Review

Lyell Wealth Management reduced its VanEck Merk Gold Trust (OUNZ) stake by 29% in Q2 2026, selling an estimated $1.04M and leaving 59,265 shares worth $2.29M. The position accounts for 0.14% of the portfolio, ranked #92.

Lyell Wealth Management first reported a position in OUNZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.75M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Lyell Wealth Management held 59,265 shares of VanEck Merk Gold Trust worth $2.29M as of Q2 2026.
Lyell Wealth Management sold 23,980 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.04M.
VanEck Merk Gold Trust made up 0.14% of Lyell Wealth Management's portfolio in Q2 2026, its #92 holding.
Lyell Wealth Management first reported a position in VanEck Merk Gold Trust in Q2 2021 and has held it in 21 quarters since.
Lyell Wealth Management's VanEck Merk Gold Trust position peaked at $3.75M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.