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OUNZ icon

Orion Portfolio Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-8,552
Closed -$216K – 1949
2024
Q4 		$216K Sell
8,552
-5,872
-41% -$151K ﹤0.01% 1716
2024
Q3 		$366K Buy
14,424
+1,274
+10% +$30.5K ﹤0.01% 1440
2024
Q2 		$295K Buy
+13,150
New +$297K ﹤0.01% 1468
2022
Q4 		– Sell
-3,477,489
Closed -$56.1M – 821
2022
Q3 		$56.1M Sell
3,477,489
-6,533
-0.2% -$109K 2.22% 4
2022
Q2 		$61.1M Hold
3,484,022
– – 2.45% 5
2022
Q1 		$65.6M Sell
3,484,022
-7,442
-0.2% -$136K 2.31% 7
2021
Q4 		$62.1M Hold
3,491,464
– – 2.08% 7
2021
Q3 		$59.7M Buy
+3,491,464
New +$60.8M 2.19% 7

Other funds holding OUNZ

MCM
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return