Spectrum Wealth Counsel’s VanEck Merk Gold Trust OUNZ Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$300K	Buy	+9,938	New	+$275K	0.04%	105

Other funds holding OUNZ

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Spectrum Wealth Counsel's OUNZ Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2025: 9,938 shares worth $300K. The stake represents 0.04% of the portfolio and ranks #105 among its holdings.

183 funds tracked by Wall St. Rank hold OUNZ as of Q1 2025.

Spectrum Wealth Counsel held 9,938 shares of VanEck Merk Gold Trust worth $300K as of Q1 2025.
VanEck Merk Gold Trust was a new Spectrum Wealth Counsel position in Q1 2025.
VanEck Merk Gold Trust made up 0.04% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #105 holding.
183 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.