MWM
OUNZ icon

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
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 $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 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 $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return