Stifel Financial
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Stifel Financial’s VanEck Merk Gold Trust OUNZ Stock Holding History

Stifel Financial’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 		$2.92M Buy
75,584
+23,275
+44% +$1.01M ﹤0.01% 1783
2026
Q1 		$2.36M Sell
52,309
-6,019
-10% -$282K ﹤0.01% 1846
2025
Q4 		$2.42M Buy
58,328
+12,301
+27% +$492K ﹤0.01% 1799
2025
Q3 		$1.71M Buy
46,027
+3,654
+9% +$122K ﹤0.01% 2018
2025
Q2 		$1.35M Sell
42,373
-6,012
-12% -$190K ﹤0.01% 2121
2025
Q1 		$1.46M Buy
48,385
+3,468
+8% +$95.9K ﹤0.01% 1984
2024
Q4 		$1.14M Buy
44,917
+14,301
+47% +$367K ﹤0.01% 2173
2024
Q3 		$777K Sell
30,616
-9,637
-24% -$231K ﹤0.01% 2394
2024
Q2 		$904K Buy
40,253
+3,447
+9% +$77.9K ﹤0.01% 2234
2024
Q1 		$791K Buy
36,806
+2,371
+7% +$47.5K ﹤0.01% 2335
2023
Q4 		$687K Buy
34,435
+238
+0.7% +$4.55K ﹤0.01% 2386
2023
Q3 		$612K Buy
34,197
+822
+2% +$15.3K ﹤0.01% 2384
2023
Q2 		$621K Buy
33,375
+1,686
+5% +$32.3K ﹤0.01% 2391
2023
Q1 		$605K Sell
31,689
-3,841
-11% -$70.5K ﹤0.01% 2409
2022
Q4 		$629K Buy
35,530
+3,705
+12% +$62.2K ﹤0.01% 2338
2022
Q3 		$513K Sell
31,825
-9,182
-22% -$154K ﹤0.01% 2416
2022
Q2 		$719K Sell
41,007
-2,050
-5% -$37.3K ﹤0.01% 2240
2022
Q1 		$811K Sell
43,057
-1,700
-4% -$31K ﹤0.01% 2264
2021
Q4 		$796K Buy
44,757
+2,486
+6% +$43.4K ﹤0.01% 2291
2021
Q3 		$722K Sell
42,271
-149
-0.4% -$2.6K ﹤0.01% 2337
2021
Q2 		$730K Buy
42,420
+457
+1% +$8.07K ﹤0.01% 2341
2021
Q1 		$698K Sell
41,963
-1,887
-4% -$33K ﹤0.01% 2260
2020
Q4 		$812K Sell
43,850
-4,450
-9% -$81.4K ﹤0.01% 2003
2020
Q3 		$888K Buy
48,300
+6,950
+17% +$130K ﹤0.01% 1718
2020
Q2 		$719K Buy
41,350
+1,900
+5% +$31.8K ﹤0.01% 1775
2020
Q1 		$606K Buy
+39,450
New +$610K ﹤0.01% 1743

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

Stifel Financial's OUNZ Position: Q2 2026 in Review

Stifel Financial increased its VanEck Merk Gold Trust (OUNZ) stake by 44% in Q2 2026, buying an estimated $1.01M and bringing the position to 75,584 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Stifel Financial first reported a position in OUNZ in Q1 2020 and has held it in 26 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Stifel Financial held 75,584 shares of VanEck Merk Gold Trust worth $2.92M as of Q2 2026.
  • Stifel Financial bought 23,275 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.01M.
  • VanEck Merk Gold Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1783 holding.
  • Stifel Financial first reported a position in VanEck Merk Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.