Perfromance Wealth Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Perfromance Wealth 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
2026 Q1	$200K	Buy	+4,449	New	+$209K	0.01%	210

Other funds holding OUNZ

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Perfromance Wealth Partners's OUNZ Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2026: 4,449 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Perfromance Wealth Partners held 4,449 shares of VanEck Merk Gold Trust worth $200K as of Q1 2026.
VanEck Merk Gold Trust was a new Perfromance Wealth Partners position in Q1 2026.
VanEck Merk Gold Trust made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #210 holding.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.