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 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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Perigon Wealth Management's OUNZ Position: Q2 2026 in Review

Perigon Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 2.9% in Q2 2026, buying an estimated $17.1K and bringing the position to 13,763 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #867.

Perigon Wealth Management first reported a position in OUNZ in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.48M in Q2 2023. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Perigon Wealth Management held 13,763 shares of VanEck Merk Gold Trust worth $531K as of Q2 2026.
Perigon Wealth Management bought 393 VanEck Merk Gold Trust shares in Q2 2026, an estimated $17.1K.
VanEck Merk Gold Trust made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #867 holding.
Perigon Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2023 and has held it in 8 quarters since.
Perigon Wealth Management's VanEck Merk Gold Trust position peaked at $1.48M in Q2 2023.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.