Snider Financial Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Snider Financial 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 Q1	–	Sell	-10,532	Closed	-$437K	–	112
2025 Q4	$437K	Hold	10,532	–	–	0.12%	75
2025 Q3	$392K	Hold	10,532	–	–	0.11%	83
2025 Q2	$336K	Hold	10,532	–	–	0.1%	89
2025 Q1	$317K	Hold	10,532	–	–	0.1%	88
2024 Q4	$266K	Hold	10,532	–	–	0.08%	99
2024 Q3	$267K	Hold	10,532	–	–	0.1%	57
2024 Q2	$237K	Hold	10,532	–	–	0.09%	58
2024 Q1	$226K	Hold	10,532	–	–	0.09%	56
2023 Q4	$210K	Hold	10,532	–	–	0.1%	55
2023 Q3	$188K	Hold	10,532	–	–	0.09%	56
2023 Q2	$196K	Hold	10,532	–	–	0.09%	58
2023 Q1	$201K	Hold	10,532	–	–	0.11%	47
2022 Q4	$186K	Hold	10,532	–	–	0.1%	52
2022 Q3	$176K	Hold	10,532	–	–	0.1%	53
2022 Q2	$185K	Hold	10,532	–	–	0.1%	54
2022 Q1	$198K	Hold	10,532	–	–	0.09%	65
2021 Q4	$185K	Hold	10,532	–	–	0.08%	63
2021 Q3	$183K	Hold	10,532	–	–	0.08%	65
2021 Q2	$186K	Buy	+10,532	New	+$186K	0.09%	61

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Snider Financial Group's OUNZ Position: Q1 2026 in Review

Snider Financial Group sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2026, closing a stake of 10,532 shares — an estimated $437K sold.

Snider Financial Group first reported a position in OUNZ in Q2 2021 and held it in 19 quarters. The position peaked at $437K in Q4 2025. 292 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Snider Financial Group reported no remaining VanEck Merk Gold Trust position as of Q1 2026 after selling out during the quarter.
Snider Financial Group sold 10,532 VanEck Merk Gold Trust shares in Q1 2026, an estimated $437K.
Snider Financial Group first reported a position in VanEck Merk Gold Trust in Q2 2021 and held it in 19 quarters.
Snider Financial Group's VanEck Merk Gold Trust position peaked at $437K in Q4 2025.
292 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Snider Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.