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 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 $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

Perigon Wealth Management's OUNZ Position: Q1 2026 in Review

Perigon Wealth Management held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 13,370 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #717.

Perigon Wealth Management first reported a position in OUNZ in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.48M in Q2 2023. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Perigon Wealth Management held 13,370 shares of VanEck Merk Gold Trust worth $602K as of Q1 2026.
Perigon Wealth Management left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
VanEck Merk Gold Trust made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #717 holding.
Perigon Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2023 and has held it in 7 quarters since.
Perigon Wealth Management's VanEck Merk Gold Trust position peaked at $1.48M in Q2 2023.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

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