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Petra Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Petra Financial 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 		$5.73M Buy
148,514
+10,062
+7% +$437K 2.66% 8
2026
Q1 		$6.24M Buy
138,452
+2,379
+2% +$112K 3.86% 5
2025
Q4 		$5.64M Sell
136,073
-6,830
-5% -$273K 3.31% 7
2025
Q3 		$5.31M Buy
142,903
+2,773
+2% +$92.5K 3.1% 7
2025
Q2 		$4.47M Buy
140,130
+2,178
+2% +$69K 2.84% 7
2025
Q1 		$4.16M Buy
137,952
+5,288
+4% +$146K 3.41% 6
2024
Q4 		$3.36M Buy
132,664
+120,462
+987% +$3.09M 2.28% 10
2024
Q3 		$310K Buy
+12,202
New +$292K 0.2% 108

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

Petra Financial Advisors's OUNZ Position: Q2 2026 in Review

Petra Financial Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 7.3% in Q2 2026, buying an estimated $437K and bringing the position to 148,514 shares worth $5.73M. The position accounts for 2.66% of the portfolio, ranked #8.

Petra Financial Advisors first reported a position in OUNZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.24M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Petra Financial Advisors held 148,514 shares of VanEck Merk Gold Trust worth $5.73M as of Q2 2026.
  • Petra Financial Advisors bought 10,062 VanEck Merk Gold Trust shares in Q2 2026, an estimated $437K.
  • VanEck Merk Gold Trust made up 2.66% of Petra Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Petra Financial Advisors first reported a position in VanEck Merk Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Petra Financial Advisors's VanEck Merk Gold Trust position peaked at $6.24M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.