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OUNZ icon

Pitcairn’s VanEck Merk Gold Trust OUNZ Stock Holding History

Pitcairn’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
2025
Q4 		– Sell
-989,740
Closed -$36.8M – 404
2025
Q3 		$36.8M Sell
989,740
-121,065
-11% -$4.04M 2.91% 5
2025
Q2 		$35.4M Sell
1,110,805
-446,640
-29% -$14.1M 2.32% 6
2025
Q1 		$46.9M Buy
1,557,445
+14,886
+1% +$412K 2.83% 4
2024
Q4 		$39M Buy
1,542,559
+56,623
+4% +$1.45M 2.3% 6
2024
Q3 		$37.7M Buy
1,485,936
+15,974
+1% +$382K 2.23% 6
2024
Q2 		$33M Buy
1,469,962
+175,368
+14% +$3.96M 2.02% 8
2024
Q1 		$27.8M Buy
1,294,594
+67,561
+6% +$1.35M 1.8% 8
2023
Q4 		$24.5M Sell
1,227,033
-34,719
-3% -$664K 1.81% 7
2023
Q3 		$22.6M Sell
1,261,752
-13,466
-1% -$251K 1.89% 8
2023
Q2 		$23.7M Sell
1,275,218
-6,885
-0.5% -$132K 2% 8
2023
Q1 		$24.5M Buy
1,282,103
+21,886
+2% +$401K 2.25% 6
2022
Q4 		$22.3M Sell
1,260,217
-4,663
-0.4% -$78.3K 2.22% 4
2022
Q3 		$20.4M Sell
1,264,880
-6,762
-0.5% -$113K 2.21% 4
2022
Q2 		$22.3M Buy
1,271,642
+390,642
+44% +$7.1M 2.36% 4
2022
Q1 		$16.6M Sell
881,000
-353
-0% -$6.45K 1.45% 10
2021
Q4 		$15.7M Sell
881,353
-215,267
-20% -$3.76M 1.01% 13
2021
Q3 		$18.7M Buy
1,096,620
+95,808
+10% +$1.67M 1.29% 12
2021
Q2 		$17.2M Buy
1,000,812
+100,754
+11% +$1.78M 1.16% 11
2021
Q1 		$15M Buy
900,058
+513,712
+133% +$8.97M 1.06% 13
2020
Q4 		$7.16M Sell
386,346
-251,092
-39% -$4.59M 0.55% 21
2020
Q3 		$11.7M Buy
+637,438
New +$11.9M 1% 11

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pitcairn's OUNZ Position: Q4 2025 in Review

Pitcairn sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 989,740 shares — an estimated $36.8M sold.

Pitcairn first reported a position in OUNZ in Q3 2020 and held it in 21 quarters. The position peaked at $46.9M in Q1 2025. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

  • Pitcairn reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 989,740 VanEck Merk Gold Trust shares in Q4 2025, an estimated $36.8M.
  • Pitcairn first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 21 quarters.
  • Pitcairn's VanEck Merk Gold Trust position peaked at $46.9M in Q1 2025.
  • 256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.