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Pitcairn Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Pitcairn Wealth 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 		$50.9M Sell
1,319,924
-17,033
-1% -$739K 5.58% 2
2026
Q1 		$55.5M Buy
1,336,957
+924
+0.1% +$43.3K 5.1% 3
2025
Q4 		$55.4M Buy
+1,336,033
New +$53.4M 4.99% 3

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

Pitcairn Wealth Advisors's OUNZ Position: Q2 2026 in Review

Pitcairn Wealth Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 1.3% in Q2 2026, selling an estimated $739K and leaving 1,319,924 shares worth $50.9M. The position accounts for 5.58% of the portfolio, ranked #2.

Pitcairn Wealth Advisors first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.5M in Q1 2026. 266 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Pitcairn Wealth Advisors held 1,319,924 shares of VanEck Merk Gold Trust worth $50.9M as of Q2 2026.
  • Pitcairn Wealth Advisors sold 17,033 VanEck Merk Gold Trust shares in Q2 2026, an estimated $739K.
  • VanEck Merk Gold Trust made up 5.58% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Pitcairn Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Pitcairn Wealth Advisors's VanEck Merk Gold Trust position peaked at $55.5M in Q1 2026.
  • 266 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.