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Private Advisor Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Private Advisor Group’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
Q1 		$268K Buy
5,946
+690
+13% +$32.4K ﹤0.01% 2270
2025
Q4 		$218K Buy
+5,256
New +$210K ﹤0.01% 2354
2024
Q4 		– Sell
-10,265
Closed -$261K – 2445
2024
Q3 		$261K Sell
10,265
-2,000
-16% -$47.8K ﹤0.01% 2042
2024
Q2 		$275K Sell
12,265
-1,274
-9% -$28.8K ﹤0.01% 1955
2024
Q1 		$291K Sell
13,539
-2,226
-14% -$44.6K ﹤0.01% 1856
2023
Q4 		$315K Sell
15,765
-2,523
-14% -$48.3K ﹤0.01% 1754
2023
Q3 		$327K Buy
18,288
+8,232
+82% +$154K ﹤0.01% 1570
2023
Q2 		$187K Sell
10,056
-2,396
-19% -$45.9K ﹤0.01% 1860
2023
Q1 		$238K Buy
12,452
+536
+4% +$9.83K ﹤0.01% 1697
2022
Q4 		$211 Buy
+11,916
New +$200K ﹤0.01% 1512
2020
Q3 		– Sell
-1,625
Closed -$28K – 2857
2020
Q2 		$28K Buy
+1,625
New +$27.2K ﹤0.01% 2392
2017
Q4 		– Sell
-10,000
Closed -$127K – 1338
2017
Q3 		$127K Hold
10,000
– – ﹤0.01% 1401
2017
Q2 		$120K Hold
10,000
– – ﹤0.01% 1320
2017
Q1 		$124K Hold
10,000
– – ﹤0.01% 1343
2016
Q4 		$118K Hold
10,000
– – ﹤0.01% 1207
2016
Q3 		$126K Hold
10,000
– – 0.01% 1054
2016
Q2 		$135K Buy
+10,000
New +$125K 0.01% 1039

Other funds holding OUNZ

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

Private Advisor Group's OUNZ Position: Q1 2026 in Review

Private Advisor Group increased its VanEck Merk Gold Trust (OUNZ) stake by 13% in Q1 2026, buying an estimated $32.4K and bringing the position to 5,946 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Private Advisor Group first reported a position in OUNZ in Q2 2016 and has held it in 17 quarters since. The position peaked at $327K in Q3 2023. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Private Advisor Group held 5,946 shares of VanEck Merk Gold Trust worth $268K as of Q1 2026.
  • Private Advisor Group bought 690 VanEck Merk Gold Trust shares in Q1 2026, an estimated $32.4K.
  • VanEck Merk Gold Trust made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2270 holding.
  • Private Advisor Group first reported a position in VanEck Merk Gold Trust in Q2 2016 and has held it in 17 quarters since.
  • Private Advisor Group's VanEck Merk Gold Trust position peaked at $327K in Q3 2023.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.