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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
Q2 		$2.2M Sell
57,135
-12,275
-18% -$533K 0.02% 612
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 $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

Summit Financial's OUNZ Position: Q2 2026 in Review

Summit Financial reduced its VanEck Merk Gold Trust (OUNZ) stake by 18% in Q2 2026, selling an estimated $533K and leaving 57,135 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #612.

Summit Financial first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.56M in Q4 2025. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Summit Financial held 57,135 shares of VanEck Merk Gold Trust worth $2.2M as of Q2 2026.
  • Summit Financial sold 12,275 VanEck Merk Gold Trust shares in Q2 2026, an estimated $533K.
  • VanEck Merk Gold Trust made up 0.02% of Summit Financial's portfolio in Q2 2026, its #612 holding.
  • Summit Financial first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's VanEck Merk Gold Trust position peaked at $3.56M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

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