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

Modern 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 		$40M Buy
1,037,290
+493,705
+91% +$21.4M 0.48% 41
2026
Q1 		$24.9M Sell
543,585
-24,964
-4% -$1.17M 0.43% 60
2025
Q4 		$23.6M Sell
568,549
-57,247
-9% -$2.29M 0.43% 62
2025
Q3 		$23.3M Buy
625,796
+23,315
+4% +$777K 0.46% 60
2025
Q2 		$19.2M Sell
602,481
-26,974
-4% -$854K 0.47% 54
2025
Q1 		$19M Buy
629,455
+1,154
+0.2% +$31.9K 0.61% 38
2024
Q4 		$15.9M Buy
628,301
+179,893
+40% +$4.62M 0.59% 36
2024
Q3 		$11.4M Buy
448,408
+21,233
+5% +$508K 0.7% 31
2024
Q2 		$9.59M Sell
427,175
-18,810
-4% -$425K 0.71% 29
2024
Q1 		$9.58M Buy
445,985
+69,345
+18% +$1.39M 0.89% 20
2023
Q4 		$7.52M Buy
+376,640
New +$7.2M 0.95% 19

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Modern Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 91% in Q2 2026, buying an estimated $21.4M and bringing the position to 1,037,290 shares worth $40M. The position accounts for 0.48% of the portfolio, ranked #41.

Modern Wealth Management first reported a position in OUNZ in Q4 2023 and has held it in 11 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Modern Wealth Management held 1,037,290 shares of VanEck Merk Gold Trust worth $40M as of Q2 2026.
  • Modern Wealth Management bought 493,705 VanEck Merk Gold Trust shares in Q2 2026, an estimated $21.4M.
  • VanEck Merk Gold Trust made up 0.48% of Modern Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Modern Wealth Management first reported a position in VanEck Merk Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.