Northstar Financial Companies’s VanEck Merk Gold Trust OUNZ Stock Holding History

Northstar Financial Companies’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
2025 Q4	–	Sell	-7,696	Closed	-$286K	–	117
2025 Q3	$286K	Sell	7,696 -5,023	-39%	-$167K	0.26%	82
2025 Q2	$406K	Sell	12,719 -3,452	-21%	-$109K	0.42%	60
2025 Q1	$487K	Sell	16,171 -662	-4%	-$18.3K	0.53%	47
2024 Q4	$426K	Buy	+16,833	New	+$432K	0.4%	56

Other funds holding OUNZ

MCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northstar Financial Companies's OUNZ Position: Q4 2025 in Review

Northstar Financial Companies sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 7,696 shares — an estimated $286K sold.

Northstar Financial Companies first reported a position in OUNZ in Q4 2024 and held it in 4 quarters. The position peaked at $487K in Q1 2025. 257 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

Northstar Financial Companies reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
Northstar Financial Companies sold 7,696 VanEck Merk Gold Trust shares in Q4 2025, an estimated $286K.
Northstar Financial Companies first reported a position in VanEck Merk Gold Trust in Q4 2024 and held it in 4 quarters.
Northstar Financial Companies's VanEck Merk Gold Trust position peaked at $487K in Q1 2025.
257 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Northstar Financial Companies's 13F filing for Q4 2025, filed 9 Feb 2026.