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M Holdings Securities’s VanEck Merk Gold Trust OUNZ Stock Holding History

M Holdings Securities’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
-13,402
Closed -$608K – 238
2026
Q1 		$608K Buy
13,402
+1,873
+16% +$87.8K 0.04% 235
2025
Q4 		$478K Buy
+11,529
New +$461K 0.03% 252

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 22.96% 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

M Holdings Securities's OUNZ Position: Q2 2026 in Review

M Holdings Securities sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 13,402 shares — an estimated $608K sold.

M Holdings Securities first reported a position in OUNZ in Q4 2025 and held it in 2 quarters. The position peaked at $608K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • M Holdings Securities reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 13,402 VanEck Merk Gold Trust shares in Q2 2026, an estimated $608K.
  • M Holdings Securities first reported a position in VanEck Merk Gold Trust in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's VanEck Merk Gold Trust position peaked at $608K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.