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Regent Peak Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Regent Peak Wealth 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 		$351K Buy
9,086
+32
+0.4% +$1.39K 0.06% 135
2026
Q1 		$408K Buy
+9,054
New +$425K 0.08% 109

Other funds holding OUNZ

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SNB
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DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Regent Peak Wealth Advisors's OUNZ Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its VanEck Merk Gold Trust (OUNZ) stake by 0.35% in Q2 2026, buying an estimated $1.39K and bringing the position to 9,086 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #135.

Regent Peak Wealth Advisors first reported a position in OUNZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $408K in Q1 2026. 56 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Regent Peak Wealth Advisors held 9,086 shares of VanEck Merk Gold Trust worth $351K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 32 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.39K.
  • VanEck Merk Gold Trust made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Regent Peak Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Regent Peak Wealth Advisors's VanEck Merk Gold Trust position peaked at $408K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.