Raymond James Financial
OUNZ icon

Raymond James Financial’s VanEck Merk Gold Trust OUNZ Stock Holding History

Raymond James Financial’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 		$58.5M Buy
1,298,740
+582,203
+81% +$27.3M 0.02% 773
2025
Q4 		$29.7M Sell
716,537
-6,212
-0.9% -$248K 0.01% 1177
2025
Q3 		$26.9M Sell
722,749
-68,643
-9% -$2.29M 0.01% 1214
2025
Q2 		$25.2M Buy
791,392
+219,422
+38% +$6.95M 0.01% 1188
2025
Q1 		$17.2M Buy
571,970
+2,321
+0.4% +$64.2K 0.01% 1421
2024
Q4 		$14.4M Buy
+569,649
New +$14.6M 0.01% 1553

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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $44.6B AUM 28.94% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Raymond James Financial's OUNZ Position: Q1 2026 in Review

Raymond James Financial increased its VanEck Merk Gold Trust (OUNZ) stake by 81% in Q1 2026, buying an estimated $27.3M and bringing the position to 1,298,740 shares worth $58.5M. The position accounts for 0.02% of the portfolio, ranked #773.

Raymond James Financial first reported a position in OUNZ in Q4 2024 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Raymond James Financial held 1,298,740 shares of VanEck Merk Gold Trust worth $58.5M as of Q1 2026.
  • Raymond James Financial bought 582,203 VanEck Merk Gold Trust shares in Q1 2026, an estimated $27.3M.
  • VanEck Merk Gold Trust made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #773 holding.
  • Raymond James Financial first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.