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Merk Investments’s VanEck Merk Gold Trust OUNZ Stock Holding History

Merk Investments’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
Q1 		$1.54M Buy
34,200
+11,333
+50% +$531K 0.42% 11
2025
Q4 		$949K Sell
22,867
-3,737
-14% -$149K 0.26% 10
2025
Q3 		$989K Buy
26,604
+7,355
+38% +$245K 0.3% 11
2025
Q2 		$614K Buy
19,249
+6,455
+50% +$204K 0.25% 11
2025
Q1 		$386K Sell
12,794
-6,969
-35% -$193K 0.21% 10
2024
Q4 		$500K Buy
19,763
+5,371
+37% +$138K 0.51% 10
2024
Q3 		$365K Sell
14,392
-4,408
-23% -$105K 0.35% 11
2024
Q2 		$422K Buy
+18,800
New +$425K 0.47% 12
2024
Q1 		– Sell
-16,020
Closed -$320K – 14
2023
Q4 		$320K Sell
16,020
-6,349
-28% -$121K 0.34% 14
2023
Q3 		$400K Buy
22,369
+7,844
+54% +$146K 0.45% 14
2023
Q2 		$270K Sell
14,525
-3,538
-20% -$67.8K 0.21% 14
2023
Q1 		$345K Buy
18,063
+248
+1% +$4.55K 0.3% 14
2022
Q4 		$315K Sell
17,815
-292,089
-94% -$4.9M 0.29% 14
2022
Q3 		$5M Sell
309,904
-64,506
-17% -$1.08M 4.92% 9
2022
Q2 		$6.56K Sell
374,410
-389
-0.1% -$7.07K 1.48% 10
2022
Q1 		$7.06M Sell
374,799
-44,615
-11% -$815K 3.93% 10
2021
Q4 		$7.46M Buy
419,414
+4,688
+1% +$81.9K 5.1% 9
2021
Q3 		$7.09M Buy
414,726
+10,928
+3% +$190K 5.37% 9
2021
Q2 		$6.95M Sell
403,798
-16,941
-4% -$299K 4.54% 10
2021
Q1 		$7M Sell
420,739
-69,259
-14% -$1.21M 4.38% 10
2020
Q4 		$9.07M Sell
489,998
-22,864
-4% -$418K 4.88% 10
2020
Q3 		$9.43M Buy
512,862
+11,029
+2% +$206K 5.67% 8
2020
Q2 		$8.72M Sell
501,833
-74,054
-13% -$1.24M 6.25% 6
2020
Q1 		$8.86M Sell
575,887
-20,525
-3% -$317K 9.08% 4
2019
Q4 		$8.86M Buy
+596,412
New +$8.65M 5.75% 8

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Merk Investments's OUNZ Position: Q1 2026 in Review

Merk Investments increased its VanEck Merk Gold Trust (OUNZ) stake by 50% in Q1 2026, buying an estimated $531K and bringing the position to 34,200 shares worth $1.54M. The position accounts for 0.42% of the portfolio, ranked #11.

Merk Investments first reported a position in OUNZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $9.43M in Q3 2020. 290 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Merk Investments held 34,200 shares of VanEck Merk Gold Trust worth $1.54M as of Q1 2026.
  • Merk Investments bought 11,333 VanEck Merk Gold Trust shares in Q1 2026, an estimated $531K.
  • VanEck Merk Gold Trust made up 0.42% of Merk Investments's portfolio in Q1 2026, its #11 holding.
  • Merk Investments first reported a position in VanEck Merk Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • Merk Investments's VanEck Merk Gold Trust position peaked at $9.43M in Q3 2020.
  • 290 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Merk Investments's 13F filing for Q1 2026, filed 18 May 2026.