RDA Financial Network’s VanEck Merk Gold Trust OUNZ Stock Holding History

RDA Financial Network’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	$2.64M	Buy	68,375 +4,929	+8%	+$214K	0.58%	45
2026 Q1	$2.86M	Sell	63,446 -1,427	-2%	-$66.9K	0.72%	33
2025 Q4	$2.69M	Sell	64,873 -4,484	-6%	-$179K	0.65%	34
2025 Q3	$2.58M	Buy	69,357 +8,120	+13%	+$271K	0.64%	35
2025 Q2	$1.95M	Buy	61,237 +39,254	+179%	+$1.24M	0.53%	53
2025 Q1	$663K	Sell	21,983 -2,033	-8%	-$56.2K	0.2%	114
2024 Q4	$608K	Buy	24,016 +1,898	+9%	+$48.7K	0.18%	122
2024 Q3	$562K	Buy	22,118 +6,264	+40%	+$150K	0.17%	130
2024 Q2	$356K	Buy	+15,854	New	+$358K	0.12%	163

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 22.96% 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

RDA Financial Network's OUNZ Position: Q2 2026 in Review

RDA Financial Network increased its VanEck Merk Gold Trust (OUNZ) stake by 7.8% in Q2 2026, buying an estimated $214K and bringing the position to 68,375 shares worth $2.64M. The position accounts for 0.58% of the portfolio, ranked #45.

RDA Financial Network first reported a position in OUNZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.86M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

RDA Financial Network held 68,375 shares of VanEck Merk Gold Trust worth $2.64M as of Q2 2026.
RDA Financial Network bought 4,929 VanEck Merk Gold Trust shares in Q2 2026, an estimated $214K.
VanEck Merk Gold Trust made up 0.58% of RDA Financial Network's portfolio in Q2 2026, its #45 holding.
RDA Financial Network first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 9 quarters since.
RDA Financial Network's VanEck Merk Gold Trust position peaked at $2.86M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.