Silvercrest Asset Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Silvercrest Asset 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	$290K	Hold	7,520	–	–	﹤0.01%	775
2026 Q1	$339K	Hold	7,520	–	–	﹤0.01%	747
2025 Q4	$312K	Hold	7,520	–	–	﹤0.01%	791
2025 Q3	$280K	Hold	7,520	–	–	﹤0.01%	767
2025 Q2	$240K	Hold	7,520	–	–	﹤0.01%	794
2025 Q1	$227K	Buy	+7,520	New	+$208K	﹤0.01%	801

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

Silvercrest Asset Management's OUNZ Position: Q2 2026 in Review

Silvercrest Asset Management held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 7,520 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Silvercrest Asset Management first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $339K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Silvercrest Asset Management held 7,520 shares of VanEck Merk Gold Trust worth $290K as of Q2 2026.
Silvercrest Asset Management left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #775 holding.
Silvercrest Asset Management first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
Silvercrest Asset Management's VanEck Merk Gold Trust position peaked at $339K in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.