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 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 $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

Northwestern Mutual Wealth Management's OUNZ Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its VanEck Merk Gold Trust (OUNZ) stake by 19% in Q1 2026, selling an estimated $18.4K and leaving 1,620 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Northwestern Mutual Wealth Management first reported a position in OUNZ in Q2 2022 and has held it in 10 quarters since. The position peaked at $201K in Q2 2023. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Northwestern Mutual Wealth Management held 1,620 shares of VanEck Merk Gold Trust worth $73K as of Q1 2026.
Northwestern Mutual Wealth Management sold 392 VanEck Merk Gold Trust shares in Q1 2026, an estimated $18.4K.
VanEck Merk Gold Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2306 holding.
Northwestern Mutual Wealth Management first reported a position in VanEck Merk Gold Trust in Q2 2022 and has held it in 10 quarters since.
Northwestern Mutual Wealth Management's VanEck Merk Gold Trust position peaked at $201K in Q2 2023.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.