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
Q2 		$136M Buy
3,519,350
+86,138
+3% +$3.74M 18.57% 1
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 $164B AUM 112.45% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morton Capital Management's OUNZ Position: Q2 2026 in Review

Morton Capital Management increased its VanEck Merk Gold Trust (OUNZ) stake by 2.5% in Q2 2026, buying an estimated $3.74M and bringing the position to 3,519,350 shares worth $136M. The position accounts for 18.57% of the portfolio, ranked #1.

Morton Capital Management first reported a position in OUNZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $155M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Morton Capital Management held 3,519,350 shares of VanEck Merk Gold Trust worth $136M as of Q2 2026.
  • Morton Capital Management bought 86,138 VanEck Merk Gold Trust shares in Q2 2026, an estimated $3.74M.
  • VanEck Merk Gold Trust made up 18.57% of Morton Capital Management's portfolio in Q2 2026, its #1 holding.
  • Morton Capital Management first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's VanEck Merk Gold Trust position peaked at $155M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.