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NBC Securities’s VanEck Merk Gold Trust OUNZ Stock Holding History

NBC Securities’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 		$331K Sell
8,570
-34
-0.4% -$1.48K 0.02% 675
2026
Q1 		$388K Sell
8,604
-76
-0.9% -$3.56K 0.03% 606
2025
Q4 		$360K Sell
8,680
-1,190
-12% -$47.6K 0.03% 619
2025
Q3 		$367K Sell
9,870
-75
-0.8% -$2.5K 0.03% 610
2025
Q2 		$317K Sell
9,945
-171
-2% -$5.42K 0.03% 659
2025
Q1 		$304K Buy
10,116
+10,106
+101,060% +$279K 0.03% 618
2024
Q4 		$263 Sell
10
-10,406
-100% -$267K 0.02% 660
2024
Q3 		$264K Hold
10,416
– – 0.02% 698
2024
Q2 		$233K Hold
10,416
– – 0.02% 702
2024
Q1 		$223K Hold
10,416
– – 0.02% 707
2023
Q4 		$207K Sell
10,416
-175
-2% -$3.35K 0.02% 717
2023
Q3 		$189K Buy
+10,591
New +$198K 0.02% 707

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

NBC Securities's OUNZ Position: Q2 2026 in Review

NBC Securities reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.4% in Q2 2026, selling an estimated $1.48K and leaving 8,570 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #675.

NBC Securities first reported a position in OUNZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $388K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • NBC Securities held 8,570 shares of VanEck Merk Gold Trust worth $331K as of Q2 2026.
  • NBC Securities sold 34 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.48K.
  • VanEck Merk Gold Trust made up 0.02% of NBC Securities's portfolio in Q2 2026, its #675 holding.
  • NBC Securities first reported a position in VanEck Merk Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's VanEck Merk Gold Trust position peaked at $388K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.