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Perennial Investment Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Perennial Investment Advisors’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 		$7.27M Buy
188,390
+5,774
+3% +$251K 0.48% 42
2026
Q1 		$8.23M Buy
182,616
+12,926
+8% +$606K 0.66% 30
2025
Q4 		$7.04M Buy
169,690
+29,807
+21% +$1.19M 0.56% 36
2025
Q3 		$5.2M Buy
139,883
+51,076
+58% +$1.7M 0.43% 47
2025
Q2 		$2.83M Buy
88,807
+80,332
+948% +$2.54M 0.27% 80
2025
Q1 		$255K Buy
8,475
+200
+2% +$5.53K 0.03% 349
2024
Q4 		$209K Hold
8,275
– – 0.02% 378
2024
Q3 		$210K Sell
8,275
-2,000
-19% -$47.8K 0.03% 357
2024
Q2 		$231K Hold
10,275
– – 0.03% 324
2024
Q1 		$221K Hold
10,275
– – 0.03% 306
2023
Q4 		$205K Hold
10,275
– – 0.03% 307
2023
Q3 		$184K Hold
10,275
– – 0.03% 319
2023
Q2 		$191K Hold
10,275
– – 0.03% 321
2023
Q1 		$196K Sell
10,275
-408
-4% -$7.48K 0.04% 319
2022
Q4 		$189K Buy
10,683
+408
+4% +$6.85K 0.08% 207
2022
Q3 		$166K Sell
10,275
-1,000
-9% -$16.8K 0.08% 190
2022
Q2 		$198K Hold
11,275
– – 0.08% 189
2022
Q1 		$212K Sell
11,275
-1,000
-8% -$18.3K 0.07% 200
2021
Q4 		$218K Buy
12,275
+50
+0.4% +$873 0.07% 208
2021
Q3 		$209K Hold
12,225
– – 0.07% 202
2021
Q2 		$211K Buy
+12,225
New +$216K 0.08% 199

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

Perennial Investment Advisors's OUNZ Position: Q2 2026 in Review

Perennial Investment Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 3.2% in Q2 2026, buying an estimated $251K and bringing the position to 188,390 shares worth $7.27M. The position accounts for 0.48% of the portfolio, ranked #42.

Perennial Investment Advisors first reported a position in OUNZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.23M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Perennial Investment Advisors held 188,390 shares of VanEck Merk Gold Trust worth $7.27M as of Q2 2026.
  • Perennial Investment Advisors bought 5,774 VanEck Merk Gold Trust shares in Q2 2026, an estimated $251K.
  • VanEck Merk Gold Trust made up 0.48% of Perennial Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Perennial Investment Advisors first reported a position in VanEck Merk Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Perennial Investment Advisors's VanEck Merk Gold Trust position peaked at $8.23M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.