Morgan Stanley
OUNZ icon

Morgan Stanley’s VanEck Merk Gold Trust OUNZ Stock Holding History

Morgan Stanley’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 		$2.12M Buy
54,928
+3,505
+7% +$152K ﹤0.01% 4823
2026
Q1 		$2.32M Buy
51,423
+251
+0.5% +$11.8K ﹤0.01% 4662
2025
Q4 		$2.12M Sell
51,172
-12,890
-20% -$515K ﹤0.01% 4764
2025
Q3 		$2.38M Buy
64,062
+16,527
+35% +$551K ﹤0.01% 4674
2025
Q2 		$1.52M Buy
47,535
+9,948
+26% +$315K ﹤0.01% 4882
2025
Q1 		$1.13M Hold
37,587
– – ﹤0.01% 4944
2024
Q4 		$951K Buy
37,587
+1,287
+4% +$33.1K ﹤0.01% 5122
2024
Q3 		$922K Buy
36,300
+170
+0.5% +$4.07K ﹤0.01% 5093
2024
Q2 		$811K Buy
36,130
+4,923
+16% +$111K ﹤0.01% 5080
2024
Q1 		$670K Sell
31,207
-50
-0.2% -$1K ﹤0.01% 5180
2023
Q4 		$624K Buy
31,257
+1,478
+5% +$28.3K ﹤0.01% 5199
2023
Q3 		$533K Buy
29,779
+6,817
+30% +$127K ﹤0.01% 5140
2023
Q2 		$427K Buy
22,962
+19,337
+533% +$371K ﹤0.01% 5298
2023
Q1 		$69.2K Hold
3,625
– – ﹤0.01% 6150
2022
Q4 		$64.1K Sell
3,625
-328
-8% -$5.51K ﹤0.01% 6182
2022
Q3 		$63K Buy
3,953
+328
+9% +$5.5K ﹤0.01% 6296
2022
Q2 		$64K Hold
3,625
– – ﹤0.01% 6499
2022
Q1 		$68K Buy
+3,625
New +$66.2K ﹤0.01% 6545
2021
Q4 		– Sell
-182
Closed -$3K – 8071
2021
Q3 		$3K Buy
+182
New +$3.17K ﹤0.01% 7604
2021
Q2 		– Sell
-117
Closed -$2K – 7782
2021
Q1 		$2K Buy
+117
New +$2.04K ﹤0.01% 7277
2020
Q4 		– Sell
-300
Closed -$6K – 7089
2020
Q3 		$6K Buy
+300
New +$5.6K ﹤0.01% 6412
2020
Q1 		– Sell
-1,067
Closed -$16K – 6661
2019
Q4 		$16K Buy
+1,067
New +$15.5K ﹤0.01% 6154
2019
Q3 		– Sell
-300
Closed -$4K – 6716
2019
Q2 		$4K Buy
300
+190
+173% +$2.44K ﹤0.01% 6357
2019
Q1 		$1K Hold
110
– – ﹤0.01% 6525
2018
Q4 		$1K Buy
+110
New +$1.33K ﹤0.01% 6511

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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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

Morgan Stanley's OUNZ Position: Q2 2026 in Review

Morgan Stanley increased its VanEck Merk Gold Trust (OUNZ) stake by 6.8% in Q2 2026, buying an estimated $152K and bringing the position to 54,928 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4823.

Morgan Stanley first reported a position in OUNZ in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.38M in Q3 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Morgan Stanley held 54,928 shares of VanEck Merk Gold Trust worth $2.12M as of Q2 2026.
  • Morgan Stanley bought 3,505 VanEck Merk Gold Trust shares in Q2 2026, an estimated $152K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4823 holding.
  • Morgan Stanley first reported a position in VanEck Merk Gold Trust in Q4 2018 and has held it in 25 quarters since.
  • Morgan Stanley's VanEck Merk Gold Trust position peaked at $2.38M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.