Sunbelt Securities’s VanEck Merk Gold Trust OUNZ Stock Holding History

Sunbelt Securities’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	$1.4K	Sell	31 -19	-38%	-$891	﹤0.01%	2017
2025 Q4	$2.07K	Hold	50	–	–	﹤0.01%	1874
2025 Q3	$1.86K	Sell	50 -50	-50%	-$1.67K	﹤0.01%	1887
2025 Q2	$2.53K	Hold	100	–	–	﹤0.01%	1565
2025 Q1	$3.01K	Hold	100	–	–	﹤0.01%	1511
2024 Q4	$2.52K	Hold	100	–	–	﹤0.01%	1567
2024 Q3	$2.54K	Hold	100	–	–	﹤0.01%	1573
2024 Q2	$2.25K	Hold	100	–	–	﹤0.01%	1534
2024 Q1	$2.15K	Hold	100	–	–	﹤0.01%	1510
2023 Q4	$2K	Hold	100	–	–	﹤0.01%	1464
2023 Q3	$1.79K	Buy	+100	New	+$1.86K	﹤0.01%	1503

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

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

Sunbelt Securities's OUNZ Position: Q1 2026 in Review

Sunbelt Securities reduced its VanEck Merk Gold Trust (OUNZ) stake by 38% in Q1 2026, selling an estimated $891 and leaving 31 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Sunbelt Securities first reported a position in OUNZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.01K in Q1 2025. 291 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Sunbelt Securities held 31 shares of VanEck Merk Gold Trust worth $1.4K as of Q1 2026.
Sunbelt Securities sold 19 VanEck Merk Gold Trust shares in Q1 2026, an estimated $891.
VanEck Merk Gold Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2017 holding.
Sunbelt Securities first reported a position in VanEck Merk Gold Trust in Q3 2023 and has held it in 11 quarters since.
Sunbelt Securities's VanEck Merk Gold Trust position peaked at $3.01K in Q1 2025.
291 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.