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Stratos Wealth Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Stratos Wealth Partners’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 		$3.63M Sell
93,992
-1,100
-1% -$47.7K 0.04% 423
2026
Q1 		$4.28M Buy
95,092
+1,991
+2% +$93.4K 0.05% 366
2025
Q4 		$3.86M Buy
93,101
+5,041
+6% +$201K 0.04% 388
2025
Q3 		$3.27M Buy
88,060
+435
+0.5% +$14.5K 0.04% 410
2025
Q2 		$2.79M Sell
87,625
-1,571
-2% -$49.8K 0.04% 409
2025
Q1 		$2.69M Sell
89,196
-3,596
-4% -$99.4K 0.04% 379
2024
Q4 		$2.35M Sell
92,792
-6,225
-6% -$160K 0.03% 428
2024
Q3 		$2.51M Buy
99,017
+3,800
+4% +$90.9K 0.04% 407
2024
Q2 		$2.14M Buy
95,217
+4,555
+5% +$103K 0.03% 431
2024
Q1 		$1.95M Sell
90,662
-1,350
-1% -$27.1K 0.03% 445
2023
Q4 		$1.84M Buy
92,012
+406
+0.4% +$7.76K 0.03% 434
2023
Q3 		$1.64M Buy
91,606
+3,981
+5% +$74.3K 0.04% 418
2023
Q2 		$1.63M Buy
87,625
+3,700
+4% +$70.9K 0.04% 391
2023
Q1 		$1.6M Sell
83,925
-4,383
-5% -$80.4K 0.04% 370
2022
Q4 		$1.56M Sell
88,308
-529
-0.6% -$8.88K 0.04% 398
2022
Q3 		$1.43M Sell
88,837
-1,122
-1% -$18.8K 0.04% 388
2022
Q2 		$1.58M Hold
89,959
– – 0.04% 369
2022
Q1 		$1.69M Sell
89,959
-1,176
-1% -$21.5K 0.04% 406
2021
Q4 		$1.62M Sell
91,135
-24,210
-21% -$423K 0.04% 416
2021
Q3 		$1.97M Buy
115,345
+9,615
+9% +$167K 0.05% 322
2021
Q2 		$1.82M Sell
105,730
-10,808
-9% -$191K 0.05% 371
2021
Q1 		$1.94M Sell
116,538
-12,276
-10% -$214K 0.05% 312
2020
Q4 		$2.39M Buy
128,814
+90,222
+234% +$1.65M 0.07% 251
2020
Q3 		$710K Buy
38,592
+10,288
+36% +$192K 0.02% 508
2020
Q2 		$492K Sell
28,304
-8,350
-23% -$140K 0.02% 595
2020
Q1 		$564K Buy
36,654
+7,672
+26% +$119K 0.03% 490
2019
Q4 		$430K Sell
28,982
-727
-2% -$10.5K 0.02% 637
2019
Q3 		$428K Buy
29,709
+4,257
+17% +$61.4K 0.02% 615
2019
Q2 		$352K Sell
25,452
-479
-2% -$6.15K 0.02% 677
2019
Q1 		$329K Sell
25,931
-2,178
-8% -$27.9K 0.01% 676
2018
Q4 		$354K Hold
28,109
– – 0.02% 616
2018
Q3 		$329K Sell
28,109
-16,555
-37% -$197K 0.01% 678
2018
Q2 		$550K Buy
44,664
+4,364
+11% +$56.1K 0.02% 544
2018
Q1 		$526K Sell
40,300
-3,900
-9% -$51.1K 0.02% 534
2017
Q4 		$568K Buy
44,200
+5,106
+13% +$64.3K 0.03% 489
2017
Q3 		$494K Hold
39,094
– – 0.02% 510
2017
Q2 		$479K Sell
39,094
-7,537
-16% -$93.7K 0.02% 471
2017
Q1 		$575K Sell
46,631
-941
-2% -$11.4K 0.03% 389
2016
Q4 		$542K Buy
47,572
+4,446
+10% +$53.6K 0.03% 367
2016
Q3 		$563K Buy
43,126
+6,000
+16% +$79.4K 0.04% 332
2016
Q2 		$487K Buy
37,126
+5,765
+18% +$72.1K 0.04% 344
2016
Q1 		$383K Buy
31,361
+7,633
+32% +$89.8K 0.03% 354
2015
Q4 		$250K Buy
23,728
+10,444
+79% +$115K 0.02% 471
2015
Q3 		$147K Buy
13,284
+2,150
+19% +$24.1K 0.02% 501
2015
Q2 		$130K Buy
+11,134
New +$132K 0.02% 495

Other funds holding OUNZ

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stratos Wealth Partners's OUNZ Position: Q2 2026 in Review

Stratos Wealth Partners reduced its VanEck Merk Gold Trust (OUNZ) stake by 1.2% in Q2 2026, selling an estimated $47.7K and leaving 93,992 shares worth $3.63M. The position accounts for 0.04% of the portfolio, ranked #423.

Stratos Wealth Partners first reported a position in OUNZ in Q2 2015 and has held it in 45 quarters since. The position peaked at $4.28M in Q1 2026. 252 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Stratos Wealth Partners held 93,992 shares of VanEck Merk Gold Trust worth $3.63M as of Q2 2026.
  • Stratos Wealth Partners sold 1,100 VanEck Merk Gold Trust shares in Q2 2026, an estimated $47.7K.
  • VanEck Merk Gold Trust made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #423 holding.
  • Stratos Wealth Partners first reported a position in VanEck Merk Gold Trust in Q2 2015 and has held it in 45 quarters since.
  • Stratos Wealth Partners's VanEck Merk Gold Trust position peaked at $4.28M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.