U.S. Capital Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

U.S. Capital Wealth 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 Q1	$275K	Hold	6,100	–	–	0.01%	850
2025 Q4	$253K	Hold	6,100	–	–	0.01%	855
2025 Q3	$227K	Buy	+6,100	New	+$203K	0.01%	860
2023 Q1	–	Sell	-100	Closed	-$1.77K	–	1243
2022 Q4	$1.77K	Buy	+100	New	+$1.68K	﹤0.01%	1498
2021 Q4	–	Sell	-15,100	Closed	-$258K	–	748
2021 Q3	$258K	Buy	+15,100	New	+$263K	0.01%	640

Other funds holding OUNZ

VanEck Associates New York $133B AUM 72.99% 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 $324B AUM 22.36% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

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

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

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

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

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

U.S. Capital Wealth Advisors's OUNZ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 6,100 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #850.

U.S. Capital Wealth Advisors first reported a position in OUNZ in Q3 2021 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

U.S. Capital Wealth Advisors held 6,100 shares of VanEck Merk Gold Trust worth $275K as of Q1 2026.
U.S. Capital Wealth Advisors left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
VanEck Merk Gold Trust made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #850 holding.
U.S. Capital Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q3 2021 and has held it in 5 quarters since.
290 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.