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

Summit 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
Q1 		$3.13M Sell
69,410
-16,336
-19% -$766K 0.04% 445
2025
Q4 		$3.56M Sell
85,746
-1,858
-2% -$74.3K 0.05% 338
2025
Q3 		$3.26M Buy
+87,604
New +$2.92M 0.05% 356

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Summit Financial's OUNZ Position: Q1 2026 in Review

Summit Financial reduced its VanEck Merk Gold Trust (OUNZ) stake by 19% in Q1 2026, selling an estimated $766K and leaving 69,410 shares worth $3.13M. The position accounts for 0.04% of the portfolio, ranked #445.

Summit Financial first reported a position in OUNZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.56M in Q4 2025. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Summit Financial held 69,410 shares of VanEck Merk Gold Trust worth $3.13M as of Q1 2026.
  • Summit Financial sold 16,336 VanEck Merk Gold Trust shares in Q1 2026, an estimated $766K.
  • VanEck Merk Gold Trust made up 0.04% of Summit Financial's portfolio in Q1 2026, its #445 holding.
  • Summit Financial first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's VanEck Merk Gold Trust position peaked at $3.56M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.