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OUNZ icon

NewEdge Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

NewEdge 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
2026
Q1 		$569K Sell
12,621
-538
-4% -$25.2K ﹤0.01% 1883
2025
Q4 		$546K Buy
13,159
+1,065
+9% +$42.6K ﹤0.01% 1905
2025
Q3 		$450K Sell
12,094
-2,109
-15% -$70.3K ﹤0.01% 1894
2025
Q2 		$453K Sell
14,203
-5,090
-26% -$161K ﹤0.01% 1752
2025
Q1 		$581K Buy
19,293
+3,508
+22% +$97K ﹤0.01% 1499
2024
Q4 		$399K Sell
15,785
-54
-0.3% -$1.39K ﹤0.01% 1691
2024
Q3 		$402K Sell
15,839
-246
-2% -$5.88K ﹤0.01% 1605
2024
Q2 		$361K Sell
16,085
-597
-4% -$13.5K ﹤0.01% 1612
2024
Q1 		$358K Sell
16,682
-238,449
-93% -$4.78M ﹤0.01% 1543
2023
Q4 		$5.01M Buy
+255,131
New +$4.88M 0.05% 351
2023
Q1 		– Sell
-6,357
Closed -$112K – 3929
2022
Q4 		$112K Buy
+6,357
New +$107K ﹤0.01% 1403

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

NewEdge Advisors's OUNZ Position: Q1 2026 in Review

NewEdge Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 4.1% in Q1 2026, selling an estimated $25.2K and leaving 12,621 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

NewEdge Advisors first reported a position in OUNZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.01M in Q4 2023. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • NewEdge Advisors held 12,621 shares of VanEck Merk Gold Trust worth $569K as of Q1 2026.
  • NewEdge Advisors sold 538 VanEck Merk Gold Trust shares in Q1 2026, an estimated $25.2K.
  • VanEck Merk Gold Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1883 holding.
  • NewEdge Advisors first reported a position in VanEck Merk Gold Trust in Q4 2022 and has held it in 11 quarters since.
  • NewEdge Advisors's VanEck Merk Gold Trust position peaked at $5.01M in Q4 2023.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.