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

Plante Moran 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 		$35.2K Hold
911
– – ﹤0.01% 399
2026
Q1 		$41K Hold
911
– – ﹤0.01% 343
2025
Q4 		$37.8K Hold
911
– – ﹤0.01% 363
2025
Q3 		$33.9K Hold
911
– – ﹤0.01% 395
2025
Q2 		$29.1K Hold
911
– – ﹤0.01% 431
2025
Q1 		$27.5K Hold
911
– – ﹤0.01% 439
2024
Q4 		$23K Hold
911
– – ﹤0.01% 470
2024
Q3 		$23.1K Hold
911
– – ﹤0.01% 503
2024
Q2 		$20.5K Hold
911
– – ﹤0.01% 474
2024
Q1 		$19.6K Sell
911
-889
-49% -$17.8K ﹤0.01% 507
2023
Q4 		$35.9K Hold
1,800
– – ﹤0.01% 365
2023
Q3 		$32.2K Hold
1,800
– – ﹤0.01% 353
2023
Q2 		$33.5K Hold
1,800
– – ﹤0.01% 353
2023
Q1 		$34.4K Hold
1,800
– – ﹤0.01% 349
2022
Q4 		$31.8K Hold
1,800
– – ﹤0.01% 375
2022
Q3 		$29K Hold
1,800
– – 0.01% 394
2022
Q2 		$32K Hold
1,800
– – 0.01% 377
2022
Q1 		$34K Hold
1,800
– – 0.01% 388
2021
Q4 		$32K Hold
1,800
– – 0.01% 453
2021
Q3 		$31K Hold
1,800
– – 0.01% 465
2021
Q2 		$31K Hold
1,800
– – 0.01% 468
2021
Q1 		$30K Buy
+1,800
New +$31.4K 0.01% 462

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

Plante Moran Financial Advisors's OUNZ Position: Q2 2026 in Review

Plante Moran Financial Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 911 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Plante Moran Financial Advisors first reported a position in OUNZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $41K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Plante Moran Financial Advisors held 911 shares of VanEck Merk Gold Trust worth $35.2K as of Q2 2026.
  • Plante Moran Financial Advisors left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #399 holding.
  • Plante Moran Financial Advisors first reported a position in VanEck Merk Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • Plante Moran Financial Advisors's VanEck Merk Gold Trust position peaked at $41K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.