Northwestern Mutual Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Northwestern Mutual Wealth 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 Q2	$226K	Buy	5,853 +4,233	+261%	+$184K	﹤0.01%	1950
2026 Q1	$73K	Sell	1,620 -392	-19%	-$18.4K	﹤0.01%	2306
2025 Q4	$83.5K	Buy	2,012 +63	+3%	+$2.52K	﹤0.01%	2212
2025 Q3	$72.5K	Hold	1,949	–	–	﹤0.01%	2185
2025 Q2	$62.2K	Sell	1,949 -564	-22%	-$17.9K	﹤0.01%	2168
2025 Q1	$75.7K	Buy	+2,513	New	+$69.5K	﹤0.01%	2035
2024 Q3	–	Sell	-575	Closed	-$12.9K	–	3777
2024 Q2	$12.9K	Buy	+575	New	+$13K	﹤0.01%	2551
2024 Q1	–	Sell	-29	Closed	-$579	–	3741
2023 Q4	$579	Buy	+29	New	+$555	﹤0.01%	3261
2023 Q3	–	Sell	-10,817	Closed	-$201K	–	3474
2023 Q2	$201K	Buy	+10,817	New	+$207K	﹤0.01%	1458
2022 Q4	–	Sell	-2,402	Closed	-$39K	–	3434
2022 Q3	$39K	Sell	2,402 -1,748	-42%	-$29.3K	﹤0.01%	1986
2022 Q2	$73K	Buy	+4,150	New	+$75.5K	﹤0.01%	1773

Other funds holding OUNZ

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

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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

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

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Northwestern Mutual Wealth Management's OUNZ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 261% in Q2 2026, buying an estimated $184K and bringing the position to 5,853 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Northwestern Mutual Wealth Management first reported a position in OUNZ in Q2 2022 and has held it in 11 quarters since. 269 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Northwestern Mutual Wealth Management held 5,853 shares of VanEck Merk Gold Trust worth $226K as of Q2 2026.
Northwestern Mutual Wealth Management bought 4,233 VanEck Merk Gold Trust shares in Q2 2026, an estimated $184K.
VanEck Merk Gold Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1950 holding.
Northwestern Mutual Wealth Management first reported a position in VanEck Merk Gold Trust in Q2 2022 and has held it in 11 quarters since.
269 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.