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Stephens Inc’s VanEck Merk Gold Trust OUNZ Stock Holding History

Stephens Inc’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 		– Sell
-5,060
Closed -$228K – 1377
2026
Q1 		$228K Sell
5,060
-2,000
-28% -$93.8K ﹤0.01% 1148
2025
Q4 		$293K Buy
7,060
+285
+4% +$11.4K ﹤0.01% 1047
2025
Q3 		$252K Hold
6,775
– – ﹤0.01% 1124
2025
Q2 		$216K Hold
6,775
– – ﹤0.01% 1145
2025
Q1 		$204K Buy
+6,775
New +$187K ﹤0.01% 1133

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM

Stephens Inc's OUNZ Position: Q2 2026 in Review

Stephens Inc sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 5,060 shares — an estimated $228K sold.

Stephens Inc first reported a position in OUNZ in Q1 2025 and held it in 5 quarters. The position peaked at $293K in Q4 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Stephens Inc reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 5,060 VanEck Merk Gold Trust shares in Q2 2026, an estimated $228K.
  • Stephens Inc first reported a position in VanEck Merk Gold Trust in Q1 2025 and held it in 5 quarters.
  • Stephens Inc's VanEck Merk Gold Trust position peaked at $293K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.