Simplicity Wealth’s VanEck Merk Gold Trust OUNZ Stock Holding History

Simplicity Wealth’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	$3.7M	Sell	95,925 -255	-0.3%	-$11.1K	0.12%	176
2026 Q1	$4.33M	Sell	96,180 -9,016	-9%	-$423K	0.25%	90
2025 Q4	$4.36M	Buy	105,196 +2,247	+2%	+$89.8K	0.26%	87
2025 Q3	$3.83M	Buy	+102,949	New	+$3.43M	0.22%	103

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

Simplicity Wealth's OUNZ Position: Q2 2026 in Review

Simplicity Wealth reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.27% in Q2 2026, selling an estimated $11.1K and leaving 95,925 shares worth $3.7M. The position accounts for 0.12% of the portfolio, ranked #176.

Simplicity Wealth first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.36M in Q4 2025. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Simplicity Wealth held 95,925 shares of VanEck Merk Gold Trust worth $3.7M as of Q2 2026.
Simplicity Wealth sold 255 VanEck Merk Gold Trust shares in Q2 2026, an estimated $11.1K.
VanEck Merk Gold Trust made up 0.12% of Simplicity Wealth's portfolio in Q2 2026, its #176 holding.
Simplicity Wealth first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
Simplicity Wealth's VanEck Merk Gold Trust position peaked at $4.36M in Q4 2025.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.