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Vise Technologies’s VanEck Merk Gold Trust OUNZ Stock Holding History

Vise Technologies’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 		$776K Buy
20,110
+13,200
+191% +$573K 0.01% 923
2026
Q1 		$287K Hold
6,910
– – 0.01% 1161
2025
Q4 		$287K Buy
+6,910
New +$276K 0.01% 1169

Other funds holding OUNZ

VanEck Associates
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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

Vise Technologies's OUNZ Position: Q2 2026 in Review

Vise Technologies increased its VanEck Merk Gold Trust (OUNZ) stake by 191% in Q2 2026, buying an estimated $573K and bringing the position to 20,110 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #923.

Vise Technologies first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Vise Technologies held 20,110 shares of VanEck Merk Gold Trust worth $776K as of Q2 2026.
  • Vise Technologies bought 13,200 VanEck Merk Gold Trust shares in Q2 2026, an estimated $573K.
  • VanEck Merk Gold Trust made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #923 holding.
  • Vise Technologies first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.