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

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWM

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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. 113 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.
113 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.