PS
OUNZ icon

Principal Securities’s VanEck Merk Gold Trust OUNZ Stock Holding History

Principal Securities’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
-254
Closed -$9.45K – 2842
2025
Q3 		$9.45K Hold
254
– – ﹤0.01% 2742
2025
Q2 		$8.1K Sell
254
-3,885
-94% -$123K ﹤0.01% 2704
2025
Q1 		$105K Hold
4,139
– – ﹤0.01% 1421
2024
Q4 		$105K Hold
4,139
– – ﹤0.01% 1419
2024
Q3 		$105K Buy
4,139
+139
+3% +$3.33K ﹤0.01% 1373
2024
Q2 		$89.8K Sell
4,000
-6,000
-60% -$136K ﹤0.01% 1379
2024
Q1 		$215K Hold
10,000
– – 0.01% 984
2023
Q4 		$200K Buy
+10,000
New +$191K 0.01% 933

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 $376B 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 $431B 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