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 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 $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sagespring Wealth Partners's OUNZ Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.25% in Q1 2026, selling an estimated $1.13K and leaving 9,759 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #539.

Sagespring Wealth Partners first reported a position in OUNZ in Q4 2024 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Sagespring Wealth Partners held 9,759 shares of VanEck Merk Gold Trust worth $440K as of Q1 2026.
Sagespring Wealth Partners sold 24 VanEck Merk Gold Trust shares in Q1 2026, an estimated $1.13K.
VanEck Merk Gold Trust made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #539 holding.
Sagespring Wealth Partners first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.