SRC
OUNZ icon

Shufro Rose & Co’s VanEck Merk Gold Trust OUNZ Stock Holding History

Shufro Rose & Co’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 		$23.9M Buy
619,787
+266,686
+76% +$11.6M 1.37% 19
2026
Q1 		$15.9M Buy
353,101
+337,720
+2,196% +$15.8M 1.08% 26
2025
Q4 		$638K Buy
15,381
+630
+4% +$25.2K 0.04% 157
2025
Q3 		$445K Sell
14,751
-298
-2% -$9.94K 0.04% 194
2025
Q2 		$454K Sell
15,049
-31
-0.2% -$982 0.04% 190
2025
Q1 		$455K Sell
15,080
-12,756
-46% -$353K 0.04% 192
2024
Q4 		$704K Buy
27,836
+4,633
+20% +$119K 0.05% 137
2024
Q3 		$521K Hold
23,203
– – 0.04% 167
2024
Q2 		$521K Sell
23,203
-1,533
-6% -$34.6K 0.04% 167
2024
Q1 		$531K Buy
24,736
+1,445
+6% +$29K 0.04% 165
2023
Q4 		$417K Sell
23,291
-348
-1% -$6.66K 0.04% 178
2023
Q3 		$423K Buy
23,639
+1,956
+9% +$36.5K 0.04% 176
2023
Q2 		$403K Sell
21,683
-802
-4% -$15.4K 0.04% 195
2023
Q1 		$429K Buy
22,485
+442
+2% +$8.11K 0.04% 187
2022
Q4 		$390K Buy
22,043
+18
+0.1% +$302 0.03% 196
2022
Q3 		$355K Buy
22,025
+596
+3% +$9.98K 0.04% 198
2022
Q2 		$376K Buy
21,429
+143
+0.7% +$2.6K 0.03% 197
2022
Q1 		$401K Sell
21,286
-918
-4% -$16.8K 0.03% 204
2021
Q4 		$395K Sell
22,204
-11
-0% -$192 0.03% 202
2021
Q3 		$380K Buy
22,215
+1,677
+8% +$29.2K 0.03% 197
2021
Q2 		$354K Buy
20,538
+1,478
+8% +$26.1K 0.03% 206
2021
Q1 		$317K Buy
19,060
+1,443
+8% +$25.2K 0.03% 214
2020
Q4 		$326K Buy
17,617
+507
+3% +$9.28K 0.03% 203
2020
Q3 		$315K Buy
+17,110
New +$319K 0.03% 205

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

Shufro Rose & Co's OUNZ Position: Q2 2026 in Review

Shufro Rose & Co increased its VanEck Merk Gold Trust (OUNZ) stake by 76% in Q2 2026, buying an estimated $11.6M and bringing the position to 619,787 shares worth $23.9M. The position accounts for 1.37% of the portfolio, ranked #19.

Shufro Rose & Co first reported a position in OUNZ in Q3 2020 and has held it in 24 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Shufro Rose & Co held 619,787 shares of VanEck Merk Gold Trust worth $23.9M as of Q2 2026.
  • Shufro Rose & Co bought 266,686 VanEck Merk Gold Trust shares in Q2 2026, an estimated $11.6M.
  • VanEck Merk Gold Trust made up 1.37% of Shufro Rose & Co's portfolio in Q2 2026, its #19 holding.
  • Shufro Rose & Co first reported a position in VanEck Merk Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.