MCM
OUNZ icon

Morton Capital Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Morton Capital 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 		$155M Sell
3,433,212
-238,208
-6% -$11.2M 23.01% 1
2025
Q4 		$152M Sell
3,671,420
-92,706
-2% -$3.71M 23.39% 1
2025
Q3 		$140M Sell
3,764,126
-114,002
-3% -$3.8M 22.97% 1
2025
Q2 		$124M Sell
3,878,128
-285,568
-7% -$9.04M 21.93% 1
2025
Q1 		$125M Sell
4,163,696
-103,478
-2% -$2.86M 24.24% 1
2024
Q4 		$108M Sell
4,267,174
-127,197
-3% -$3.27M 20.35% 1
2024
Q3 		$112M Sell
4,394,371
-70,502
-2% -$1.69M 21.96% 1
2024
Q2 		$100M Sell
4,464,873
-64,230
-1% -$1.45M 23.81% 1
2024
Q1 		$97.3M Buy
4,529,103
+91,986
+2% +$1.84M 26.27% 1
2023
Q4 		$88.6M Buy
4,437,117
+54,645
+1% +$1.05M 26.31% 1
2023
Q3 		$78.4M Buy
4,382,472
+43,109
+1% +$804K 27.77% 1
2023
Q2 		$80.7M Sell
4,339,363
-31,058
-0.7% -$595K 27.56% 1
2023
Q1 		$83.5M Sell
4,370,421
-335,842
-7% -$6.16M 29.53% 1
2022
Q4 		$83.3M Sell
4,706,263
-104,385
-2% -$1.75M 32.5% 1
2022
Q3 		$77.6M Buy
4,810,648
+90,188
+2% +$1.51M 35.32% 1
2022
Q2 		$82.7M Sell
4,720,460
-97,425
-2% -$1.77M 36.04% 1
2022
Q1 		$90.7M Buy
4,817,885
+170,114
+4% +$3.11M 37.22% 1
2021
Q4 		$82.6M Buy
+4,647,771
New +$81.2M 33.44% 1

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Morton Capital Management's OUNZ Position: Q1 2026 in Review

Morton Capital Management reduced its VanEck Merk Gold Trust (OUNZ) stake by 6.5% in Q1 2026, selling an estimated $11.2M and leaving 3,433,212 shares worth $155M. The position accounts for 23.01% of the portfolio, ranked #1.

Morton Capital Management first reported a position in OUNZ in Q4 2021 and has held it in 18 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Morton Capital Management held 3,433,212 shares of VanEck Merk Gold Trust worth $155M as of Q1 2026.
  • Morton Capital Management sold 238,208 VanEck Merk Gold Trust shares in Q1 2026, an estimated $11.2M.
  • VanEck Merk Gold Trust made up 23.01% of Morton Capital Management's portfolio in Q1 2026, its #1 holding.
  • Morton Capital Management first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.