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

Pure 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	$343K	Buy	8,878 +800	+10%	+$34.7K	﹤0.01%	462
2026 Q1	$364K	Hold	8,078	–	–	0.01%	409
2025 Q4	$335K	Hold	8,078	–	–	﹤0.01%	398
2025 Q3	$300K	Hold	8,078	–	–	﹤0.01%	396
2025 Q2	$258K	Hold	8,078	–	–	﹤0.01%	410
2025 Q1	$243K	Buy	+8,078	New	+$223K	0.01%	345

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Pure Financial Advisors's OUNZ Position: Q2 2026 in Review

Pure Financial Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 9.9% in Q2 2026, buying an estimated $34.7K and bringing the position to 8,878 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Pure Financial Advisors first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $364K in Q1 2026. 269 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Pure Financial Advisors held 8,878 shares of VanEck Merk Gold Trust worth $343K as of Q2 2026.
Pure Financial Advisors bought 800 VanEck Merk Gold Trust shares in Q2 2026, an estimated $34.7K.
VanEck Merk Gold Trust made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #462 holding.
Pure Financial Advisors first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
Pure Financial Advisors's VanEck Merk Gold Trust position peaked at $364K in Q1 2026.
269 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.