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Mount Yale Investment Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-13,941
Closed -$445K – 1309
2025
Q2 		$445K Buy
+13,941
New +$442K 0.03% 368

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Mount Yale Investment Advisors's OUNZ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2025, closing a stake of 13,941 shares — an estimated $445K sold.

Mount Yale Investment Advisors first reported a position in OUNZ in Q2 2025 and held it in 1 quarter. The position peaked at $445K in Q2 2025. 221 funds tracked by Wall St. Rank hold OUNZ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining VanEck Merk Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 13,941 VanEck Merk Gold Trust shares in Q3 2025, an estimated $445K.
  • Mount Yale Investment Advisors first reported a position in VanEck Merk Gold Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's VanEck Merk Gold Trust position peaked at $445K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.