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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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. 44 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.
44 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.