Mayflower Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Mayflower Financial Advisors’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	$1.38M	Sell	35,845 -2,880	-7%	-$125K	0.12%	149
2026 Q1	$1.74M	Buy	38,725 +620	+2%	+$29.1K	0.21%	109
2025 Q4	$1.58M	Buy	38,105 +680	+2%	+$27.2K	0.19%	111
2025 Q3	$1.39M	Buy	37,425 +335	+0.9%	+$11.2K	0.17%	124
2025 Q2	$1.18M	Buy	37,090 +3,200	+9%	+$101K	0.16%	131
2025 Q1	$1.02M	Buy	33,890 +335	+1%	+$9.26K	0.16%	143
2024 Q4	$849K	Buy	33,555 +1,960	+6%	+$50.3K	0.13%	160
2024 Q3	$802K	Buy	31,595 +500	+2%	+$12K	0.12%	160
2024 Q2	$698K	Buy	31,095 +5,575	+22%	+$126K	0.11%	172
2024 Q1	$548K	Hold	25,520	–	–	0.09%	196
2023 Q4	$509K	Buy	25,520 +600	+2%	+$11.5K	0.07%	201
2023 Q3	$446K	Buy	24,920 +1,500	+6%	+$28K	0.07%	204
2023 Q2	$436K	Buy	23,420 +8,215	+54%	+$157K	0.06%	225
2023 Q1	$290K	Buy	15,205 +3,550	+30%	+$65.1K	0.04%	272
2022 Q4	$206K	Buy	11,655 +1,570	+16%	+$26.4K	0.03%	322
2022 Q3	$163K	Buy	+10,085	New	+$169K	0.03%	312

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

Mayflower Financial Advisors's OUNZ Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 7.4% in Q2 2026, selling an estimated $125K and leaving 35,845 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #149.

Mayflower Financial Advisors first reported a position in OUNZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.74M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Mayflower Financial Advisors held 35,845 shares of VanEck Merk Gold Trust worth $1.38M as of Q2 2026.
Mayflower Financial Advisors sold 2,880 VanEck Merk Gold Trust shares in Q2 2026, an estimated $125K.
VanEck Merk Gold Trust made up 0.12% of Mayflower Financial Advisors's portfolio in Q2 2026, its #149 holding.
Mayflower Financial Advisors first reported a position in VanEck Merk Gold Trust in Q3 2022 and has held it in 16 quarters since.
Mayflower Financial Advisors's VanEck Merk Gold Trust position peaked at $1.74M in Q1 2026.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.