Smart Money Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Smart Money Group’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	$9.49M	Buy	245,920 +7,015	+3%	+$304K	2.44%	4
2026 Q1	$10.8M	Buy	238,905 +4,443	+2%	+$208K	3.13%	2
2025 Q4	$9.73M	Buy	234,462 +15,436	+7%	+$617K	2.84%	2
2025 Q3	$8.15M	Buy	219,026 +5,592	+3%	+$186K	2.41%	3
2025 Q2	$6.81M	Buy	213,434 +6,110	+3%	+$194K	2.13%	3
2025 Q1	$6.25M	Buy	207,324 +54,308	+35%	+$1.5M	2.12%	4
2024 Q4	$3.87M	Buy	153,016 +20,003	+15%	+$514K	1.34%	23
2024 Q3	$3.52M	Buy	133,013 +4,828	+4%	+$116K	1.26%	25
2024 Q2	$3.03M	Buy	128,185 +6,604	+5%	+$149K	1.09%	27
2024 Q1	$2.69M	Buy	121,581 +16,170	+15%	+$324K	1.05%	26
2023 Q4	$2.1M	Buy	105,411 +1,220	+1%	+$23.3K	0.92%	27
2023 Q3	$1.86M	Buy	104,191 +5,120	+5%	+$95.5K	0.89%	27
2023 Q2	$1.84M	Buy	99,071 +3,670	+4%	+$70.3K	0.88%	31
2023 Q1	$1.84M	Buy	95,401 +12,042	+14%	+$221K	0.92%	25
2022 Q4	$1.48M	Buy	83,359 +13,551	+19%	+$227K	0.77%	24
2022 Q3	$1.13M	Buy	69,808 +4,184	+6%	+$70.1K	0.77%	21
2022 Q2	$1.15M	Buy	65,624 +20,259	+45%	+$368K	0.8%	24
2022 Q1	$854K	Buy	45,365 +25,995	+134%	+$475K	0.57%	31
2021 Q4	$344K	Buy	+19,370	New	+$338K	0.22%	53

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

Smart Money Group's OUNZ Position: Q2 2026 in Review

Smart Money Group increased its VanEck Merk Gold Trust (OUNZ) stake by 2.9% in Q2 2026, buying an estimated $304K and bringing the position to 245,920 shares worth $9.49M. The position accounts for 2.44% of the portfolio, ranked #4.

Smart Money Group first reported a position in OUNZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Smart Money Group held 245,920 shares of VanEck Merk Gold Trust worth $9.49M as of Q2 2026.
Smart Money Group bought 7,015 VanEck Merk Gold Trust shares in Q2 2026, an estimated $304K.
VanEck Merk Gold Trust made up 2.44% of Smart Money Group's portfolio in Q2 2026, its #4 holding.
Smart Money Group first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 19 quarters since.
Smart Money Group's VanEck Merk Gold Trust position peaked at $10.8M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.