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SFG Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

SFG Wealth Management’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 		$6.02M Sell
155,892
-96,794
-38% -$4.2M 2.16% 8
2026
Q1 		$11.4M Buy
252,686
+72,844
+41% +$3.42M 4.69% 6
2025
Q4 		$7.46M Buy
179,842
+27,792
+18% +$1.11M 2.93% 6
2025
Q3 		$5.65M Buy
152,050
+51,534
+51% +$1.72M 2.45% 6
2025
Q2 		$3.21M Buy
100,516
+3,752
+4% +$119K 1.94% 9
2025
Q1 		$2.92M Buy
96,764
+14,634
+18% +$405K 1.42% 13
2024
Q4 		$2.08M Sell
82,130
-6,821
-8% -$175K 1.09% 18
2024
Q3 		$2.26M Buy
88,951
+57,152
+180% +$1.37M 1.2% 16
2024
Q2 		$714K Buy
+31,799
New +$718K 0.41% 41
2024
Q1 		– Sell
-87,968
Closed -$1.76M – 103
2023
Q4 		$1.76M Sell
87,968
-3,919
-4% -$75K 1.17% 17
2023
Q3 		$1.64M Sell
91,887
-103,232
-53% -$1.93M 1.31% 13
2023
Q2 		$3.63M Buy
195,119
+60,777
+45% +$1.16M 3.04% 6
2023
Q1 		$2.57M Buy
134,342
+34,400
+34% +$631K 2.84% 5
2022
Q4 		$1.77M Buy
99,942
+36,828
+58% +$618K 2.18% 7
2022
Q3 		$1.02M Sell
63,114
-76,839
-55% -$1.29M 1.38% 23
2022
Q2 		$2.45M Sell
139,953
-81,838
-37% -$1.49M 2.86% 9
2022
Q1 		$4.18M Buy
221,791
+31,825
+17% +$581K 3.92% 6
2021
Q4 		$3.38M Buy
+189,966
New +$3.32M 3% 7

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

SFG Wealth Management's OUNZ Position: Q2 2026 in Review

SFG Wealth Management reduced its VanEck Merk Gold Trust (OUNZ) stake by 38% in Q2 2026, selling an estimated $4.2M and leaving 155,892 shares worth $6.02M. The position accounts for 2.16% of the portfolio, ranked #8.

SFG Wealth Management first reported a position in OUNZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.4M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • SFG Wealth Management held 155,892 shares of VanEck Merk Gold Trust worth $6.02M as of Q2 2026.
  • SFG Wealth Management sold 96,794 VanEck Merk Gold Trust shares in Q2 2026, an estimated $4.2M.
  • VanEck Merk Gold Trust made up 2.16% of SFG Wealth Management's portfolio in Q2 2026, its #8 holding.
  • SFG Wealth Management first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • SFG Wealth Management's VanEck Merk Gold Trust position peaked at $11.4M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.