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

Sheets Smith 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	$4.33M	Buy	112,189 +34,018	+44%	+$1.48M	0.43%	56
2026 Q1	$3.52M	Sell	78,171 -665	-0.8%	-$31.2K	0.4%	61
2025 Q4	$3.27M	Sell	78,836 -5,145	-6%	-$206K	0.36%	69
2025 Q3	$3.12M	Sell	83,981 -1,028	-1%	-$34.3K	0.35%	70
2025 Q2	$2.71M	Buy	85,009 +8,868	+12%	+$281K	0.32%	75
2025 Q1	$2.29M	Buy	76,141 +28,100	+58%	+$777K	0.29%	80
2024 Q4	$1.22M	Buy	48,041 +11,925	+33%	+$306K	0.15%	133
2024 Q3	$917K	Hold	36,116	–	–	0.11%	164
2024 Q2	$811K	Buy	+36,116	New	+$816K	0.1%	173

Other funds holding OUNZ

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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sheets Smith Wealth Management's OUNZ Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 44% in Q2 2026, buying an estimated $1.48M and bringing the position to 112,189 shares worth $4.33M. The position accounts for 0.43% of the portfolio, ranked #56.

Sheets Smith Wealth Management first reported a position in OUNZ in Q2 2024 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Sheets Smith Wealth Management held 112,189 shares of VanEck Merk Gold Trust worth $4.33M as of Q2 2026.
Sheets Smith Wealth Management bought 34,018 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.48M.
VanEck Merk Gold Trust made up 0.43% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #56 holding.
Sheets Smith Wealth Management first reported a position in VanEck Merk Gold Trust in Q2 2024 and has held it in 9 quarters since.
44 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

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