Sequoia Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Sequoia Financial Advisors’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	$1.09M	Hold	28,136	–	–	0.01%	909
2026 Q1	$1.27M	Sell	28,136 -1,600	-5%	-$75K	0.01%	788
2025 Q4	$1.23M	Hold	29,736	–	–	0.01%	793
2025 Q3	$1.11M	Buy	29,736 +1,600	+6%	+$53.3K	0.01%	732
2025 Q2	$897K	Hold	28,136	–	–	0.01%	730
2025 Q1	$848K	Hold	28,136	–	–	0.01%	676
2024 Q4	$712K	Buy	+28,136	New	+$723K	0.01%	686

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Sequoia Financial Advisors's OUNZ Position: Q2 2026 in Review

Sequoia Financial Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 28,136 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #909.

Sequoia Financial Advisors first reported a position in OUNZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Sequoia Financial Advisors held 28,136 shares of VanEck Merk Gold Trust worth $1.09M as of Q2 2026.
Sequoia Financial Advisors left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #909 holding.
Sequoia Financial Advisors first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's VanEck Merk Gold Trust position peaked at $1.27M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.