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Towarzystwo Funduszy Inwestycyjnych PZU SA’s VanEck Merk Gold Trust OUNZ Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$492K Sell
12,750
-150
-1% -$6.51K 0.14% 117
2026
Q1 		$581K Buy
12,900
+6,700
+108% +$314K 0.2% 82
2025
Q4 		$257K Hold
6,200
– – 0.06% 161
2025
Q3 		$230K Buy
+6,200
New +$207K 0.05% 161

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's OUNZ Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its VanEck Merk Gold Trust (OUNZ) stake by 1.2% in Q2 2026, selling an estimated $6.51K and leaving 12,750 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #117.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $581K in Q1 2026. 209 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 12,750 shares of VanEck Merk Gold Trust worth $492K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA sold 150 VanEck Merk Gold Trust shares in Q2 2026, an estimated $6.51K.
  • VanEck Merk Gold Trust made up 0.14% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #117 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA's VanEck Merk Gold Trust position peaked at $581K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.