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MPWM Advisory Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

MPWM Advisory Solutions’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 		$1.94M Buy
50,206
+21,750
+76% +$944K 0.89% 23
2026
Q1 		$1.28M Buy
28,456
+2,807
+11% +$132K 0.68% 29
2025
Q4 		$1.06M Buy
25,649
+24,139
+1,599% +$965K 0.59% 30
2025
Q3 		$56.2K Buy
+1,510
New +$50.3K 0.03% 151

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

MPWM Advisory Solutions's OUNZ Position: Q2 2026 in Review

MPWM Advisory Solutions increased its VanEck Merk Gold Trust (OUNZ) stake by 76% in Q2 2026, buying an estimated $944K and bringing the position to 50,206 shares worth $1.94M. The position accounts for 0.89% of the portfolio, ranked #23.

MPWM Advisory Solutions first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • MPWM Advisory Solutions held 50,206 shares of VanEck Merk Gold Trust worth $1.94M as of Q2 2026.
  • MPWM Advisory Solutions bought 21,750 VanEck Merk Gold Trust shares in Q2 2026, an estimated $944K.
  • VanEck Merk Gold Trust made up 0.89% of MPWM Advisory Solutions's portfolio in Q2 2026, its #23 holding.
  • MPWM Advisory Solutions first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.