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Savvy Advisors Inc’s VanEck Merk Gold Trust OUNZ Stock Holding History

Savvy Advisors Inc’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 		$1.18M Buy
+30,562
New +$1.33M 0.03% 472

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

Savvy Advisors Inc's OUNZ Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 30,562 shares worth $1.18M. The stake represents 0.03% of the portfolio and ranks #472 among its holdings.

267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Savvy Advisors Inc held 30,562 shares of VanEck Merk Gold Trust worth $1.18M as of Q2 2026.
  • VanEck Merk Gold Trust was a new Savvy Advisors Inc position in Q2 2026.
  • VanEck Merk Gold Trust made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #472 holding.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.