Sagespring Wealth Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Sagespring Wealth Partners’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	$376K	Sell	9,732 -27	-0.3%	-$1.17K	0.01%	602
2026 Q1	$440K	Sell	9,759 -24	-0.2%	-$1.13K	0.01%	539
2025 Q4	$406K	Sell	9,783 -21	-0.2%	-$839	0.01%	531
2025 Q3	$365K	Buy	9,804 +2,295	+31%	+$76.5K	0.01%	545
2025 Q2	$239K	Sell	7,509 -978	-12%	-$31K	0.01%	645
2025 Q1	$256K	Sell	8,487 -13	-0.2%	-$359	0.01%	566
2024 Q4	$215K	Buy	+8,500	New	+$218K	0.01%	574

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

Sagespring Wealth Partners's OUNZ Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.28% in Q2 2026, selling an estimated $1.17K and leaving 9,732 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #602.

Sagespring Wealth Partners first reported a position in OUNZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Sagespring Wealth Partners held 9,732 shares of VanEck Merk Gold Trust worth $376K as of Q2 2026.
Sagespring Wealth Partners sold 27 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.17K.
VanEck Merk Gold Trust made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #602 holding.
Sagespring Wealth Partners first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's VanEck Merk Gold Trust position peaked at $440K in Q1 2026.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.