Trust Company of Vermont’s VanEck Merk Gold Trust OUNZ Stock Holding History

Trust Company of Vermont’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
2025 Q4	–	Sell	-160	Closed	-$5.95K	–	1170
2025 Q3	$5.95K	Buy	+160	New	+$5.33K	﹤0.01%	901
2020 Q2	–	Sell	-4,000	Closed	-$62K	–	838
2020 Q1	$62K	Hold	4,000	–	–	0.01%	409
2019 Q4	$59K	Hold	4,000	–	–	﹤0.01%	454
2019 Q3	$58K	Buy	+4,000	New	+$57.7K	﹤0.01%	466

Other funds holding OUNZ

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Trust Company of Vermont's OUNZ Position: Q4 2025 in Review

Trust Company of Vermont sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 160 shares — an estimated $5.95K sold.

Trust Company of Vermont first reported a position in OUNZ in Q3 2019 and held it in 4 quarters. The position peaked at $62K in Q1 2020. 256 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

Trust Company of Vermont reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
Trust Company of Vermont sold 160 VanEck Merk Gold Trust shares in Q4 2025, an estimated $5.95K.
Trust Company of Vermont first reported a position in VanEck Merk Gold Trust in Q3 2019 and held it in 4 quarters.
Trust Company of Vermont's VanEck Merk Gold Trust position peaked at $62K in Q1 2020.
256 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.