SAG
OUNZ icon

SageView Advisory Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

SageView Advisory Group’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 		– Sell
-95
Closed -$3.94K – 1857
2025
Q4 		$3.94K Buy
+95
New +$3.8K ﹤0.01% 2033
2024
Q2 		– Sell
-87,932
Closed -$4.6M – 687
2024
Q1 		$4.6M Buy
+87,932
New +$1.76M 0.23% 56

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SageView Advisory Group's OUNZ Position: Q1 2026 in Review

SageView Advisory Group sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2026, closing a stake of 95 shares — an estimated $3.94K sold.

SageView Advisory Group first reported a position in OUNZ in Q1 2024 and held it in 2 quarters. The position peaked at $4.6M in Q1 2024. 292 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • SageView Advisory Group reported no remaining VanEck Merk Gold Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 95 VanEck Merk Gold Trust shares in Q1 2026, an estimated $3.94K.
  • SageView Advisory Group first reported a position in VanEck Merk Gold Trust in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's VanEck Merk Gold Trust position peaked at $4.6M in Q1 2024.
  • 292 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.