Northwest Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Northwest Financial 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
2025 Q4	–	Sell	-7,896	Closed	-$294K	–	85
2025 Q3	$294K	Hold	7,896	–	–	0.38%	70
2025 Q2	$252K	Hold	7,896	–	–	0.35%	76
2025 Q1	$238K	Buy	+7,896	New	+$218K	0.2%	102
2024 Q4	–	Sell	-7,896	Closed	-$200K	–	400
2024 Q3	$200K	Buy	+7,896	New	+$189K	0.16%	100
2024 Q1	–	Sell	-8,096	Closed	-$162K	–	381
2023 Q4	$162K	Buy	+8,096	New	+$155K	0.14%	104

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 22.96% 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

Northwest Financial Advisors's OUNZ Position: Q4 2025 in Review

Northwest Financial Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 7,896 shares — an estimated $294K sold.

Northwest Financial Advisors first reported a position in OUNZ in Q4 2023 and held it in 5 quarters. The position peaked at $294K in Q3 2025. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

Northwest Financial Advisors reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 7,896 VanEck Merk Gold Trust shares in Q4 2025, an estimated $294K.
Northwest Financial Advisors first reported a position in VanEck Merk Gold Trust in Q4 2023 and held it in 5 quarters.
Northwest Financial Advisors's VanEck Merk Gold Trust position peaked at $294K in Q3 2025.
256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.