Morling Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Morling Financial Advisors’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	$272K	Buy	+7,050	New	+$306K	0.08%	65

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Morling Financial Advisors's OUNZ Position: Q2 2026 in Review

Morling Financial Advisors opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 7,050 shares worth $272K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings.

267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Morling Financial Advisors held 7,050 shares of VanEck Merk Gold Trust worth $272K as of Q2 2026.
VanEck Merk Gold Trust was a new Morling Financial Advisors position in Q2 2026.
VanEck Merk Gold Trust made up 0.08% of Morling Financial Advisors's portfolio in Q2 2026, its #65 holding.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.