Meriwether Wealth & Planning’s VanEck Merk Gold Trust OUNZ Stock Holding History

Meriwether Wealth & Planning’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 Q3	$13.6K	Buy	+340	New	+$13.9K	0.01%	383

Other funds holding OUNZ

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Meriwether Wealth & Planning's OUNZ Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in VanEck Merk Gold Trust (OUNZ) in Q3 2026: 340 shares worth $13.6K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings.

106 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

Meriwether Wealth & Planning held 340 shares of VanEck Merk Gold Trust worth $13.6K as of Q3 2026.
VanEck Merk Gold Trust was a new Meriwether Wealth & Planning position in Q3 2026.
VanEck Merk Gold Trust made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #383 holding.
106 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.