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Steward Partners Investment Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History

Steward Partners Investment Advisory’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 		$1.04M Buy
27,013
+7,164
+36% +$311K 0.01% 1269
2026
Q1 		$894K Buy
19,849
+3,581
+22% +$168K ﹤0.01% 1224
2025
Q4 		$675K Buy
16,268
+1,344
+9% +$53.7K ﹤0.01% 1259
2025
Q3 		$555K Hold
14,924
– – ﹤0.01% 1316
2025
Q2 		$476K Buy
14,924
+4,752
+47% +$150K ﹤0.01% 1326
2025
Q1 		$307K Buy
10,172
+1,254
+14% +$34.7K ﹤0.01% 1432
2024
Q4 		$226K Buy
8,918
+866
+11% +$22.2K ﹤0.01% 1540
2024
Q3 		$204K Buy
8,052
+3,442
+75% +$82.3K ﹤0.01% 1523
2024
Q2 		$104K Hold
4,610
– – ﹤0.01% 1761
2024
Q1 		$99K Hold
4,610
– – ﹤0.01% 1770
2023
Q4 		$92K Hold
4,610
– – ﹤0.01% 1732
2023
Q3 		$82.5K Buy
4,610
+110
+2% +$2.05K ﹤0.01% 1667
2023
Q2 		$83.7K Buy
4,500
+1,300
+41% +$24.9K ﹤0.01% 1672
2023
Q1 		$61.1K Hold
3,200
– – ﹤0.01% 1791
2022
Q4 		$56.6K Hold
3,200
– – ﹤0.01% 1785
2022
Q3 		$52K Sell
3,200
-335
-9% -$5.61K ﹤0.01% 1765
2022
Q2 		$62K Buy
3,535
+100
+3% +$1.82K ﹤0.01% 1700
2022
Q1 		$65K Buy
3,435
+1,400
+69% +$25.6K ﹤0.01% 1781
2021
Q4 		$36K Sell
2,035
-1,500
-42% -$26.2K ﹤0.01% 2052
2021
Q3 		$60K Sell
3,535
-38
-1% -$662 ﹤0.01% 1797
2021
Q2 		$62K Buy
3,573
+885
+33% +$15.6K ﹤0.01% 2887
2021
Q1 		$44.7K Sell
2,688
-15,010
-85% -$262K ﹤0.01% 2042
2020
Q4 		$328K Buy
17,698
+2,650
+18% +$48.5K 0.01% 884
2020
Q3 		$277K Buy
15,048
+2,688
+22% +$50.2K 0.01% 837
2020
Q2 		$215K Buy
12,360
+5,860
+90% +$98.1K 0.01% 858
2020
Q1 		$100K Buy
6,500
+3,100
+91% +$47.9K ﹤0.01% 992
2019
Q4 		$50K Buy
+3,400
New +$49.3K ﹤0.01% 1390

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

Steward Partners Investment Advisory's OUNZ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its VanEck Merk Gold Trust (OUNZ) stake by 36% in Q2 2026, buying an estimated $311K and bringing the position to 27,013 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1269.

Steward Partners Investment Advisory first reported a position in OUNZ in Q4 2019 and has held it in 27 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Steward Partners Investment Advisory held 27,013 shares of VanEck Merk Gold Trust worth $1.04M as of Q2 2026.
  • Steward Partners Investment Advisory bought 7,164 VanEck Merk Gold Trust shares in Q2 2026, an estimated $311K.
  • VanEck Merk Gold Trust made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1269 holding.
  • Steward Partners Investment Advisory first reported a position in VanEck Merk Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.