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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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. 44 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.
  • 44 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.