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OUNZ icon

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
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 $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 $376B 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 $431B 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