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Sloy Dahl & Holst’s VanEck Merk Gold Trust OUNZ Stock Holding History

Sloy Dahl & Holst’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
Q1 		$1.67M Sell
37,000
-2,095
-5% -$98.2K 0.23% 28
2025
Q4 		$1.62M Buy
39,095
+500
+1% +$20K 0.19% 30
2025
Q3 		$1.44M Buy
38,595
+735
+2% +$24.5K 0.15% 33
2025
Q2 		$1.21M Hold
37,860
– – 0.17% 36
2025
Q1 		$1.14M Buy
37,860
+7,625
+25% +$211K 0.2% 35
2024
Q4 		$765K Buy
30,235
+1,440
+5% +$37K 0.1% 46
2024
Q3 		$731K Buy
28,795
+3,855
+15% +$92.2K 0.12% 41
2024
Q2 		$560K Buy
24,940
+1,350
+6% +$30.5K 0.12% 41
2024
Q1 		$507K Buy
23,590
+500
+2% +$10K 0.12% 48
2023
Q4 		$461K Buy
23,090
+760
+3% +$14.5K 0.09% 51
2023
Q3 		$399K Buy
22,330
+725
+3% +$13.5K 0.09% 51
2023
Q2 		$402K Buy
+21,605
New +$414K 0.07% 49

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sloy Dahl & Holst's OUNZ Position: Q1 2026 in Review

Sloy Dahl & Holst reduced its VanEck Merk Gold Trust (OUNZ) stake by 5.4% in Q1 2026, selling an estimated $98.2K and leaving 37,000 shares worth $1.67M. The position accounts for 0.23% of the portfolio, ranked #28.

Sloy Dahl & Holst first reported a position in OUNZ in Q2 2023 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Sloy Dahl & Holst held 37,000 shares of VanEck Merk Gold Trust worth $1.67M as of Q1 2026.
  • Sloy Dahl & Holst sold 2,095 VanEck Merk Gold Trust shares in Q1 2026, an estimated $98.2K.
  • VanEck Merk Gold Trust made up 0.23% of Sloy Dahl & Holst's portfolio in Q1 2026, its #28 holding.
  • Sloy Dahl & Holst first reported a position in VanEck Merk Gold Trust in Q2 2023 and has held it in 12 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.