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 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 $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pure Financial Advisors's OUNZ Position: Q1 2026 in Review

Pure Financial Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 8,078 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #409.

Pure Financial Advisors first reported a position in OUNZ in Q1 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Pure Financial Advisors held 8,078 shares of VanEck Merk Gold Trust worth $364K as of Q1 2026.
Pure Financial Advisors left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
VanEck Merk Gold Trust made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #409 holding.
Pure Financial Advisors first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.