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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
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 $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 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

MPWM Advisory Solutions's OUNZ Position: Q1 2026 in Review

MPWM Advisory Solutions increased its VanEck Merk Gold Trust (OUNZ) stake by 11% in Q1 2026, buying an estimated $132K and bringing the position to 28,456 shares worth $1.28M. The position accounts for 0.68% of the portfolio, ranked #29.

MPWM Advisory Solutions first reported a position in OUNZ in Q3 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • MPWM Advisory Solutions held 28,456 shares of VanEck Merk Gold Trust worth $1.28M as of Q1 2026.
  • MPWM Advisory Solutions bought 2,807 VanEck Merk Gold Trust shares in Q1 2026, an estimated $132K.
  • VanEck Merk Gold Trust made up 0.68% of MPWM Advisory Solutions's portfolio in Q1 2026, its #29 holding.
  • MPWM Advisory Solutions first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.