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OUNZ icon

ORG Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

ORG Partners’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 		$979K Buy
23,614
+430
+2% +$17.2K 0.17% 125
2025
Q3 		$862K Buy
23,184
+2,979
+15% +$99.3K 0.16% 132
2025
Q2 		$650K Buy
20,205
+7,405
+58% +$235K 0.14% 138
2025
Q1 		$385K Sell
12,800
-335
-3% -$9.26K 0.09% 174
2024
Q4 		$332K Sell
13,135
-2,703
-17% -$69.4K 0.05% 248
2024
Q3 		$402K Buy
15,838
+10,215
+182% +$244K 0.06% 198
2024
Q2 		$127K Buy
+5,623
New +$127K 0.02% 532
2023
Q3 		– Sell
-2,130
Closed -$40K – 1531
2023
Q2 		$40K Buy
+2,130
New +$40.8K 0.01% 712

Other funds holding OUNZ

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ORG Partners's OUNZ Position: Q4 2025 in Review

ORG Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 1.9% in Q4 2025, buying an estimated $17.2K and bringing the position to 23,614 shares worth $979K. The position accounts for 0.17% of the portfolio, ranked #125.

ORG Partners first reported a position in OUNZ in Q2 2023 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

  • ORG Partners held 23,614 shares of VanEck Merk Gold Trust worth $979K as of Q4 2025.
  • ORG Partners bought 430 VanEck Merk Gold Trust shares in Q4 2025, an estimated $17.2K.
  • VanEck Merk Gold Trust made up 0.17% of ORG Partners's portfolio in Q4 2025, its #125 holding.
  • ORG Partners first reported a position in VanEck Merk Gold Trust in Q2 2023 and has held it in 8 quarters since.
  • 256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.