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Oliver Luxxe Assets’s VanEck Merk Gold Trust OUNZ Stock Holding History

Oliver Luxxe Assets’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 		$698K Buy
18,085
+4,650
+35% +$202K 0.1% 153
2026
Q1 		$605K Hold
13,435
– – 0.09% 155
2025
Q4 		$557K Buy
13,435
+1,018
+8% +$40.7K 0.08% 154
2025
Q3 		$462K Buy
12,417
+1,658
+15% +$55.3K 0.07% 159
2025
Q2 		$343K Buy
10,759
+1,108
+11% +$35.1K 0.06% 163
2025
Q1 		$291K Buy
+9,651
New +$267K 0.05% 173

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM

Oliver Luxxe Assets's OUNZ Position: Q2 2026 in Review

Oliver Luxxe Assets increased its VanEck Merk Gold Trust (OUNZ) stake by 35% in Q2 2026, buying an estimated $202K and bringing the position to 18,085 shares worth $698K. The position accounts for 0.1% of the portfolio, ranked #153.

Oliver Luxxe Assets first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Oliver Luxxe Assets held 18,085 shares of VanEck Merk Gold Trust worth $698K as of Q2 2026.
  • Oliver Luxxe Assets bought 4,650 VanEck Merk Gold Trust shares in Q2 2026, an estimated $202K.
  • VanEck Merk Gold Trust made up 0.1% of Oliver Luxxe Assets's portfolio in Q2 2026, its #153 holding.
  • Oliver Luxxe Assets first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.