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 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 $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

M Wealth Management LLC's OUNZ Position: Q1 2026 in Review

M Wealth Management LLC held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 7,373 shares worth $332K. The position accounts for 0.28% of the portfolio, ranked #44.

M Wealth Management LLC first reported a position in OUNZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $333K in Q4 2024. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

M Wealth Management LLC held 7,373 shares of VanEck Merk Gold Trust worth $332K as of Q1 2026.
M Wealth Management LLC left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
VanEck Merk Gold Trust made up 0.28% of M Wealth Management LLC's portfolio in Q1 2026, its #44 holding.
M Wealth Management LLC first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 6 quarters since.
M Wealth Management LLC's VanEck Merk Gold Trust position peaked at $333K in Q4 2024.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.