Spectrum Planning & Advisory Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

Spectrum Planning & Advisory Services’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	$450K	Hold	11,670	–	–	0.2%	66
2026 Q1	$526K	Buy	11,670 +5,155	+79%	+$242K	0.26%	58
2025 Q4	$270K	Sell	6,515 -13,533	-68%	-$541K	0.14%	96
2025 Q3	$746K	Buy	20,048 +544	+3%	+$18.1K	0.42%	45
2025 Q2	$622K	Buy	19,504 +77	+0.4%	+$2.44K	0.4%	45
2025 Q1	$586K	Hold	19,427	–	–	0.49%	36
2024 Q4	$492K	Hold	19,427	–	–	0.43%	36
2024 Q3	$493K	Buy	19,427 +6,526	+51%	+$156K	0.47%	31
2024 Q2	$290K	Buy	+12,901	New	+$291K	0.28%	41
2023 Q4	$258K	Hold	12,901	–	–	0.36%	40
2023 Q3	$231K	Hold	12,901	–	–	0.36%	36
2023 Q2	$240K	Hold	12,901	–	–	0.36%	34
2023 Q1	$246K	Hold	12,901	–	–	0.4%	31
2022 Q4	$228K	Buy	+12,901	New	+$217K	0.31%	35

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

Spectrum Planning & Advisory Services's OUNZ Position: Q2 2026 in Review

Spectrum Planning & Advisory Services held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 11,670 shares worth $450K. The position accounts for 0.2% of the portfolio, ranked #66.

Spectrum Planning & Advisory Services first reported a position in OUNZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $746K in Q3 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Spectrum Planning & Advisory Services held 11,670 shares of VanEck Merk Gold Trust worth $450K as of Q2 2026.
Spectrum Planning & Advisory Services left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up 0.2% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #66 holding.
Spectrum Planning & Advisory Services first reported a position in VanEck Merk Gold Trust in Q4 2022 and has held it in 14 quarters since.
Spectrum Planning & Advisory Services's VanEck Merk Gold Trust position peaked at $746K in Q3 2025.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.