PNFS
OUNZ icon

PW Nova Financial Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

PW Nova Financial Services’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 		$793K Sell
20,537
-184
-0.9% -$7.98K 0.17% 108
2026
Q1 		$933K Buy
+20,721
New +$972K 0.23% 96

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

PW Nova Financial Services's OUNZ Position: Q2 2026 in Review

PW Nova Financial Services reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.89% in Q2 2026, selling an estimated $7.98K and leaving 20,537 shares worth $793K. The position accounts for 0.17% of the portfolio, ranked #108.

PW Nova Financial Services first reported a position in OUNZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $933K in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • PW Nova Financial Services held 20,537 shares of VanEck Merk Gold Trust worth $793K as of Q2 2026.
  • PW Nova Financial Services sold 184 VanEck Merk Gold Trust shares in Q2 2026, an estimated $7.98K.
  • VanEck Merk Gold Trust made up 0.17% of PW Nova Financial Services's portfolio in Q2 2026, its #108 holding.
  • PW Nova Financial Services first reported a position in VanEck Merk Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • PW Nova Financial Services's VanEck Merk Gold Trust position peaked at $933K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.