Security National Bank’s VanEck Merk Gold Trust OUNZ Stock Holding History

Security National Bank’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	$12.4M	Buy	321,957 +38,931	+14%	+$1.69M	1.48%	16
2026 Q1	$12.8M	Buy	283,026 +15,601	+6%	+$732K	1.86%	13
2025 Q4	$11.1M	Buy	267,425 +31,915	+14%	+$1.28M	1.59%	16
2025 Q3	$8.76M	Buy	235,510 +10,001	+4%	+$333K	1.34%	18
2025 Q2	$7.19M	Buy	225,509 +175,200	+348%	+$5.55M	1.24%	21
2025 Q1	$1.52M	Hold	50,309	–	–	0.29%	58
2024 Q4	$1.27M	Hold	50,309	–	–	0.18%	58
2024 Q3	$1.28M	Buy	50,309 +1,047	+2%	+$25K	0.17%	59
2024 Q2	$1.11M	Buy	49,262 +15,944	+48%	+$360K	0.16%	60
2024 Q1	$716K	Hold	33,318	–	–	0.11%	67
2023 Q4	$665K	Buy	33,318 +18,678	+128%	+$357K	0.15%	69
2023 Q3	$265K	Hold	14,640	–	–	0.07%	91
2023 Q2	$272K	Hold	14,640	–	–	0.07%	92
2023 Q1	$280K	Hold	14,640	–	–	0.07%	85
2022 Q4	$259K	Hold	14,640	–	–	0.07%	87
2022 Q3	$236K	Hold	14,640	–	–	0.07%	89
2022 Q2	$257K	Buy	14,640 +75	+0.5%	+$1.36K	0.07%	84
2022 Q1	$274K	Buy	+14,565	New	+$266K	0.06%	90
2021 Q2	–	Sell	-11,188	Closed	-$186K	–	98
2021 Q1	$186K	Hold	11,188	–	–	0.05%	96
2020 Q4	$207K	Hold	11,188	–	–	0.07%	73
2020 Q3	$206K	Buy	+11,188	New	+$209K	0.07%	68

Other funds holding OUNZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Security National Bank's OUNZ Position: Q2 2026 in Review

Security National Bank increased its VanEck Merk Gold Trust (OUNZ) stake by 14% in Q2 2026, buying an estimated $1.69M and bringing the position to 321,957 shares worth $12.4M. The position accounts for 1.48% of the portfolio, ranked #16.

Security National Bank first reported a position in OUNZ in Q3 2020 and has held it in 21 quarters since. The position peaked at $12.8M in Q1 2026. 56 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Security National Bank held 321,957 shares of VanEck Merk Gold Trust worth $12.4M as of Q2 2026.
Security National Bank bought 38,931 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.69M.
VanEck Merk Gold Trust made up 1.48% of Security National Bank's portfolio in Q2 2026, its #16 holding.
Security National Bank first reported a position in VanEck Merk Gold Trust in Q3 2020 and has held it in 21 quarters since.
Security National Bank's VanEck Merk Gold Trust position peaked at $12.8M in Q1 2026.
56 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.