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Samalin Investment Counsel’s VanEck Merk Gold Trust OUNZ Stock Holding History

Samalin Investment Counsel’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 		$6.8M Sell
176,333
-573
-0.3% -$24.9K 2.13% 4
2026
Q1 		$7.97M Sell
176,906
-9,283
-5% -$435K 2.83% 2
2025
Q4 		$7.72M Sell
186,189
-5,343
-3% -$214K 2.74% 2
2025
Q3 		$7.12M Buy
191,532
+22,093
+13% +$737K 2.45% 2
2025
Q2 		$5.4M Sell
169,439
-25,721
-13% -$815K 2.07% 4
2025
Q1 		$5.88M Sell
195,160
-1,237
-0.6% -$34.2K 2.38% 2
2024
Q4 		$4.97M Buy
196,397
+5,661
+3% +$145K 2.13% 3
2024
Q3 		$4.84M Buy
190,736
+18,026
+10% +$431K 2.11% 3
2024
Q2 		$3.88M Buy
172,710
+1,713
+1% +$38.7K 1.81% 6
2024
Q1 		$3.67M Buy
170,997
+18,441
+12% +$370K 1.75% 5
2023
Q4 		$3.05M Sell
152,556
-38,063
-20% -$728K 1.54% 5
2023
Q3 		$3.41M Buy
190,619
+3,675
+2% +$68.5K 1.96% 4
2023
Q2 		$3.48M Buy
186,944
+13,786
+8% +$264K 1.88% 6
2023
Q1 		$3.31M Sell
173,158
-767
-0.4% -$14.1K 1.99% 4
2022
Q4 		$3.08M Buy
173,925
+91,285
+110% +$1.53M 1.94% 4
2022
Q3 		$1.33M Buy
82,640
+2,170
+3% +$36.4K 0.98% 24
2022
Q2 		$1.41M Buy
80,470
+6,325
+9% +$115K 0.99% 25
2022
Q1 		$1.4M Buy
74,145
+12,735
+21% +$233K 0.85% 29
2021
Q4 		$1.09M Buy
61,410
+4,200
+7% +$73.4K 0.66% 35
2021
Q3 		$978K Buy
57,210
+22,355
+64% +$389K 0.64% 35
2021
Q2 		$600K Buy
+34,855
New +$616K 0.39% 79

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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
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

Samalin Investment Counsel's OUNZ Position: Q2 2026 in Review

Samalin Investment Counsel reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.32% in Q2 2026, selling an estimated $24.9K and leaving 176,333 shares worth $6.8M. The position accounts for 2.13% of the portfolio, ranked #4.

Samalin Investment Counsel first reported a position in OUNZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.97M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Samalin Investment Counsel held 176,333 shares of VanEck Merk Gold Trust worth $6.8M as of Q2 2026.
  • Samalin Investment Counsel sold 573 VanEck Merk Gold Trust shares in Q2 2026, an estimated $24.9K.
  • VanEck Merk Gold Trust made up 2.13% of Samalin Investment Counsel's portfolio in Q2 2026, its #4 holding.
  • Samalin Investment Counsel first reported a position in VanEck Merk Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Samalin Investment Counsel's VanEck Merk Gold Trust position peaked at $7.97M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.