Ritter Daniher Financial Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History

Ritter Daniher Financial Advisory’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	$526K	Hold	13,635	–	–	0.08%	103
2026 Q1	$614K	Hold	13,635	–	–	0.1%	93
2025 Q4	$566K	Hold	13,635	–	–	0.09%	94
2025 Q3	$507K	Hold	13,635	–	–	0.09%	97
2025 Q2	$435K	Hold	13,635	–	–	0.11%	57
2025 Q1	$411K	Hold	13,635	–	–	0.11%	57
2024 Q4	$345K	Hold	13,635	–	–	0.1%	60
2024 Q3	$346K	Hold	13,635	–	–	0.1%	63
2024 Q2	$306K	Hold	13,635	–	–	0.1%	63
2024 Q1	$293K	Hold	13,635	–	–	0.1%	66
2023 Q4	$272K	Hold	13,635	–	–	0.1%	65
2023 Q3	$244K	Hold	13,635	–	–	0.1%	61
2023 Q2	$254K	Hold	13,635	–	–	0.11%	62
2023 Q1	$260K	Hold	13,635	–	–	0.11%	59
2022 Q4	$241K	Hold	13,635	–	–	0.11%	66
2022 Q3	$220K	Hold	13,635	–	–	0.16%	64
2022 Q2	$239K	Hold	13,635	–	–	0.17%	57
2022 Q1	$257K	Hold	13,635	–	–	0.18%	53
2021 Q4	$242K	Hold	13,635	–	–	0.16%	52
2021 Q3	$233K	Hold	13,635	–	–	0.17%	54
2021 Q2	$235K	Hold	13,635	–	–	0.17%	52
2021 Q1	$227K	Sell	13,635 -2,753	-17%	-$48.1K	0.18%	50
2020 Q4	$304K	Buy	+16,388	New	+$300K	0.26%	38

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

Ritter Daniher Financial Advisory's OUNZ Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 13,635 shares worth $526K. The position accounts for 0.08% of the portfolio, ranked #103.

Ritter Daniher Financial Advisory first reported a position in OUNZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $614K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Ritter Daniher Financial Advisory held 13,635 shares of VanEck Merk Gold Trust worth $526K as of Q2 2026.
Ritter Daniher Financial Advisory left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up 0.08% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #103 holding.
Ritter Daniher Financial Advisory first reported a position in VanEck Merk Gold Trust in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's VanEck Merk Gold Trust position peaked at $614K in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.