Robertson Stephens Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Robertson Stephens Wealth Management’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	–	Sell	-25,525	Closed	-$1.15M	–	662
2026 Q1	$1.15M	Hold	25,525	–	–	0.03%	278
2025 Q4	$1.06M	Sell	25,525 -500	-2%	-$20K	0.03%	292
2025 Q3	$968K	Sell	26,025 -6,978	-21%	-$233K	0.03%	258
2025 Q2	$1.05M	Buy	33,003 +8,878	+37%	+$281K	0.03%	267
2025 Q1	$727K	Buy	+24,125	New	+$667K	0.03%	306

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

Robertson Stephens Wealth Management's OUNZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 25,525 shares — an estimated $1.15M sold.

Robertson Stephens Wealth Management first reported a position in OUNZ in Q1 2025 and held it in 5 quarters. The position peaked at $1.15M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Robertson Stephens Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 25,525 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.15M.
Robertson Stephens Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2025 and held it in 5 quarters.
Robertson Stephens Wealth Management's VanEck Merk Gold Trust position peaked at $1.15M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.