North Star Investment Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

North Star Investment Management’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	$90.1K	Hold	2,000	–	–	0.01%	623
2025 Q4	$83K	Hold	2,000	–	–	0.01%	584
2025 Q3	$74.4K	Hold	2,000	–	–	﹤0.01%	583
2025 Q2	$63.8K	Hold	2,000	–	–	﹤0.01%	592
2025 Q1	$60.3K	Buy	+2,000	New	+$55.3K	﹤0.01%	582

Other funds holding OUNZ

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

North Star Investment Management's OUNZ Position: Q1 2026 in Review

North Star Investment Management held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 2,000 shares worth $90.1K. The position accounts for 0.01% of the portfolio, ranked #623.

North Star Investment Management first reported a position in OUNZ in Q1 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

North Star Investment Management held 2,000 shares of VanEck Merk Gold Trust worth $90.1K as of Q1 2026.
North Star Investment Management left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
VanEck Merk Gold Trust made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #623 holding.
North Star Investment Management first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.