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Patton Albertson Miller Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Patton Albertson Miller Group’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
Q3 		– Sell
-12,365
Closed -$394K – 220
2025
Q2 		$394K Hold
12,365
– – 0.05% 164
2025
Q1 		$373K Hold
12,365
– – 0.06% 165
2024
Q4 		$313K Hold
12,365
– – 0.04% 177
2024
Q3 		$314K Buy
+12,365
New +$296K 0.04% 175

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patton Albertson Miller Group's OUNZ Position: Q3 2025 in Review

Patton Albertson Miller Group sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2025, closing a stake of 12,365 shares — an estimated $394K sold.

Patton Albertson Miller Group first reported a position in OUNZ in Q3 2024 and held it in 4 quarters. The position peaked at $394K in Q2 2025. 221 funds tracked by Wall St. Rank hold OUNZ as of Q3 2025.

  • Patton Albertson Miller Group reported no remaining VanEck Merk Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Patton Albertson Miller Group sold 12,365 VanEck Merk Gold Trust shares in Q3 2025, an estimated $394K.
  • Patton Albertson Miller Group first reported a position in VanEck Merk Gold Trust in Q3 2024 and held it in 4 quarters.
  • Patton Albertson Miller Group's VanEck Merk Gold Trust position peaked at $394K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2025.

Based on Patton Albertson Miller Group's 13F filing for Q3 2025, filed 3 Nov 2025.