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

Tower 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 		$2.04M Buy
52,903
+4,356
+9% +$189K 1.01% 15
2026
Q1 		$2.19M Sell
48,547
-363
-0.7% -$17K 1.21% 15
2025
Q4 		$2.03M Sell
48,910
-2,073
-4% -$82.9K 1.12% 14
2025
Q3 		$1.9M Buy
50,983
+2,869
+6% +$95.7K 1.04% 14
2025
Q2 		$1.53M Sell
48,114
-2,731
-5% -$86.5K 0.91% 17
2025
Q1 		$1.53M Buy
50,845
+57
+0.1% +$1.58K 0.82% 20
2024
Q4 		$1.28M Buy
50,788
+109
+0.2% +$2.8K 0.67% 22
2024
Q3 		$1.29M Buy
50,679
+495
+1% +$11.8K 0.75% 20
2024
Q2 		$1.13M Sell
50,184
-4,290
-8% -$96.9K 0.7% 20
2024
Q1 		$1.17M Buy
54,474
+965
+2% +$19.3K 0.76% 20
2023
Q4 		$1.07M Sell
53,509
-2,298
-4% -$44K 0.75% 19
2023
Q3 		$998K Sell
55,807
-1,278
-2% -$23.8K 0.82% 18
2023
Q2 		$1.06M Sell
57,085
-834
-1% -$16K 0.85% 18
2023
Q1 		$1.11M Sell
57,919
-138
-0.2% -$2.53K 0.92% 17
2022
Q4 		$1.03M Buy
58,057
+322
+0.6% +$5.41K 0.89% 18
2022
Q3 		$915K Sell
57,735
-60
-0.1% -$1K 0.87% 17
2022
Q2 		$1.01M Sell
57,795
-3,464
-6% -$63K 1.35% 13
2022
Q1 		$1.15M Sell
61,259
-454
-0.7% -$8.29K 1.25% 14
2021
Q4 		$1.1M Buy
61,713
+112
+0.2% +$1.96K 1.11% 14
2021
Q3 		$1.05M Buy
61,601
+916
+2% +$16K 1.11% 14
2021
Q2 		$1.04M Sell
60,685
-1,135
-2% -$20.1K 1.15% 15
2021
Q1 		$1.03M Buy
61,820
+3,904
+7% +$68.2K 1.33% 14
2020
Q4 		$1.07M Buy
+57,916
New +$1.06M 1.23% 13

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

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

Tower Wealth Partners increased its VanEck Merk Gold Trust (OUNZ) stake by 9% in Q2 2026, buying an estimated $189K and bringing the position to 52,903 shares worth $2.04M. The position accounts for 1.01% of the portfolio, ranked #15.

Tower Wealth Partners first reported a position in OUNZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.19M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Tower Wealth Partners held 52,903 shares of VanEck Merk Gold Trust worth $2.04M as of Q2 2026.
  • Tower Wealth Partners bought 4,356 VanEck Merk Gold Trust shares in Q2 2026, an estimated $189K.
  • VanEck Merk Gold Trust made up 1.01% of Tower Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Tower Wealth Partners first reported a position in VanEck Merk Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Tower Wealth Partners's VanEck Merk Gold Trust position peaked at $2.19M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.