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Shelter Rock Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Shelter Rock 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 		$271K Buy
7,016
+1,562
+29% +$67.8K 0.26% 30
2026
Q1 		$246K Buy
5,454
+400
+8% +$18.8K 0.26% 30
2025
Q4 		$210K Buy
+5,054
New +$202K 0.21% 40

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

Shelter Rock Management's OUNZ Position: Q2 2026 in Review

Shelter Rock Management increased its VanEck Merk Gold Trust (OUNZ) stake by 29% in Q2 2026, buying an estimated $67.8K and bringing the position to 7,016 shares worth $271K. The position accounts for 0.26% of the portfolio, ranked #30.

Shelter Rock Management first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Shelter Rock Management held 7,016 shares of VanEck Merk Gold Trust worth $271K as of Q2 2026.
  • Shelter Rock Management bought 1,562 VanEck Merk Gold Trust shares in Q2 2026, an estimated $67.8K.
  • VanEck Merk Gold Trust made up 0.26% of Shelter Rock Management's portfolio in Q2 2026, its #30 holding.
  • Shelter Rock Management first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.