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Marshall Investment Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Marshall Investment 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 		– Sell
-1
Closed -$45 – 521
2026
Q1 		$45 Buy
+1
New +$47 ﹤0.01% 272

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MWM
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Cetera Investment Advisers
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
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Marshall Investment Management's OUNZ Position: Q2 2026 in Review

Marshall Investment Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 1 share — an estimated $45 sold.

Marshall Investment Management first reported a position in OUNZ in Q1 2026 and held it in 1 quarter. The position peaked at $45 in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Marshall Investment Management reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 1 VanEck Merk Gold Trust share in Q2 2026, an estimated $45.
  • Marshall Investment Management first reported a position in VanEck Merk Gold Trust in Q1 2026 and held it in 1 quarter.
  • Marshall Investment Management's VanEck Merk Gold Trust position peaked at $45 in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.