Perigon Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Perigon Wealth Management’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 Q3	$551K	Buy	13,815 +52	+0.4%	+$2.13K	0.01%	857
2026 Q2	$531K	Buy	13,763 +393	+3%	+$17.1K	0.01%	867
2026 Q1	$602K	Hold	13,370	–	–	0.01%	717
2025 Q4	$555K	Hold	13,370	–	–	0.01%	746
2025 Q3	$497K	Hold	13,370	–	–	0.01%	746
2025 Q2	$426K	Buy	13,370 +6,341	+90%	+$201K	0.01%	723
2025 Q1	$212K	Buy	+7,029	New	+$194K	0.01%	950
2023 Q3	–	Sell	-79,828	Closed	-$1.48M	–	808
2023 Q2	$1.48M	Buy	79,828 +66,810	+513%	+$1.28M	0.06%	245
2023 Q1	$249K	Buy	+13,018	New	+$239K	0.01%	606

Other funds holding OUNZ

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Solstein Capital Menlo Park, California $284M AUM 20.47% 1-Year Est. Return

Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Perigon Wealth Management's OUNZ Position: Q3 2026 in Review

Perigon Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 0.38% in Q3 2026, buying an estimated $2.13K and bringing the position to 13,815 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #857.

Perigon Wealth Management first reported a position in OUNZ in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.48M in Q2 2023. 157 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

Perigon Wealth Management held 13,815 shares of VanEck Merk Gold Trust worth $551K as of Q3 2026.
Perigon Wealth Management bought 52 VanEck Merk Gold Trust shares in Q3 2026, an estimated $2.13K.
VanEck Merk Gold Trust made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #857 holding.
Perigon Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2023 and has held it in 9 quarters since.
Perigon Wealth Management's VanEck Merk Gold Trust position peaked at $1.48M in Q2 2023.
157 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.