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

M Wealth Management LLC’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	$285K	Hold	7,373	–	–	0.22%	51
2026 Q1	$332K	Hold	7,373	–	–	0.28%	44
2025 Q4	$306K	Hold	7,373	–	–	0.27%	40
2025 Q3	$274K	Hold	7,373	–	–	0.24%	41
2025 Q2	$235K	Hold	7,373	–	–	0.22%	42
2025 Q1	$222K	Sell	7,373 -5,777	-44%	-$160K	0.21%	42
2024 Q4	$333K	Buy	+13,150	New	+$338K	0.3%	36

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

M Wealth Management LLC's OUNZ Position: Q2 2026 in Review

M Wealth Management LLC held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 7,373 shares worth $285K. The position accounts for 0.22% of the portfolio, ranked #51.

M Wealth Management LLC first reported a position in OUNZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q4 2024. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

M Wealth Management LLC held 7,373 shares of VanEck Merk Gold Trust worth $285K as of Q2 2026.
M Wealth Management LLC left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up 0.22% of M Wealth Management LLC's portfolio in Q2 2026, its #51 holding.
M Wealth Management LLC first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 7 quarters since.
M Wealth Management LLC's VanEck Merk Gold Trust position peaked at $333K in Q4 2024.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.