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

Mascoma 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 		– Sell
-4,285
Closed -$193K – 625
2026
Q1 		$193K Buy
+4,285
New +$201K 0.04% 95

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

Mascoma Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 4,285 shares — an estimated $193K sold.

Mascoma Wealth Management first reported a position in OUNZ in Q1 2026 and held it in 1 quarter. The position peaked at $193K in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Mascoma Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 4,285 VanEck Merk Gold Trust shares in Q2 2026, an estimated $193K.
  • Mascoma Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2026 and held it in 1 quarter.
  • Mascoma Wealth Management's VanEck Merk Gold Trust position peaked at $193K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.