UMB Bank’s VanEck Merk Gold Trust OUNZ Stock Holding History

UMB Bank’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	$2.49M	Hold	64,539	–	–	0.03%	250
2026 Q1	$2.91M	Hold	64,539	–	–	0.04%	229
2025 Q4	$2.68M	Hold	64,539	–	–	0.04%	242
2025 Q3	$2.4M	Hold	64,539	–	–	0.04%	232
2025 Q2	$2.06M	Hold	64,539	–	–	0.03%	238
2025 Q1	$1.95M	Hold	64,539	–	–	0.03%	236
2024 Q4	$1.63M	Hold	64,539	–	–	0.03%	258
2024 Q3	$1.64M	Sell	64,539 -5,429	-8%	-$130K	0.03%	266
2024 Q2	$1.57M	Sell	69,968 -1	-0%	-$23	0.03%	264
2024 Q1	$1.5M	Hold	69,969	–	–	0.02%	276
2023 Q4	$1.4M	Hold	69,969	–	–	0.02%	291
2023 Q3	$1.25M	Hold	69,969	–	–	0.02%	294
2023 Q2	$1.3M	Hold	69,969	–	–	0.02%	304
2023 Q1	$1.34M	Hold	69,969	–	–	0.02%	298
2022 Q4	$1.24M	Hold	69,969	–	–	0.02%	305
2022 Q3	$1.13M	Hold	69,969	–	–	0.02%	322
2022 Q2	$1.23M	Buy	69,969 +15,224	+28%	+$277K	0.02%	340
2022 Q1	$1.03M	Hold	54,745	–	–	0.01%	384
2021 Q4	$973K	Buy	+54,745	New	+$956K	0.01%	391

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

UMB Bank's OUNZ Position: Q2 2026 in Review

UMB Bank held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 64,539 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #250.

UMB Bank first reported a position in OUNZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.91M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

UMB Bank held 64,539 shares of VanEck Merk Gold Trust worth $2.49M as of Q2 2026.
UMB Bank left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up 0.03% of UMB Bank's portfolio in Q2 2026, its #250 holding.
UMB Bank first reported a position in VanEck Merk Gold Trust in Q4 2021 and has held it in 19 quarters since.
UMB Bank's VanEck Merk Gold Trust position peaked at $2.91M in Q1 2026.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.