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Traphagen Investment Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Traphagen Investment Advisors’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 		$333K Sell
8,627
-350
-4% -$15.2K 0.02% 156
2026
Q1 		$404K Buy
8,977
+2,299
+34% +$108K 0.03% 136
2025
Q4 		$277K Buy
6,678
+392
+6% +$15.7K 0.02% 165
2025
Q3 		$234K Hold
6,286
– – 0.02% 171
2025
Q2 		$200K Buy
+6,286
New +$199K 0.02% 180

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

Traphagen Investment Advisors's OUNZ Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 3.9% in Q2 2026, selling an estimated $15.2K and leaving 8,627 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #156.

Traphagen Investment Advisors first reported a position in OUNZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $404K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Traphagen Investment Advisors held 8,627 shares of VanEck Merk Gold Trust worth $333K as of Q2 2026.
  • Traphagen Investment Advisors sold 350 VanEck Merk Gold Trust shares in Q2 2026, an estimated $15.2K.
  • VanEck Merk Gold Trust made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #156 holding.
  • Traphagen Investment Advisors first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Traphagen Investment Advisors's VanEck Merk Gold Trust position peaked at $404K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.