Vontobel Holding’s VanEck Merk Gold Trust OUNZ Stock Holding History

Vontobel Holding’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	–	Sell	-4,500	Closed	-$203K	–	1526
2026 Q1	$203K	Sell	4,500 -1,500	-25%	-$70.3K	﹤0.01%	1111
2025 Q4	$249K	Sell	6,000 -2,000	-25%	-$79.9K	﹤0.01%	1234
2025 Q3	$298K	Sell	8,000 -1,000	-11%	-$33.3K	﹤0.01%	1108
2025 Q2	$287K	Hold	9,000	–	–	﹤0.01%	1062
2025 Q1	$271K	Hold	9,000	–	–	﹤0.01%	924
2024 Q4	$228K	Buy	+9,000	New	+$231K	﹤0.01%	976

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

Vontobel Holding's OUNZ Position: Q2 2026 in Review

Vontobel Holding sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 4,500 shares — an estimated $203K sold.

Vontobel Holding first reported a position in OUNZ in Q4 2024 and held it in 6 quarters. The position peaked at $298K in Q3 2025. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Vontobel Holding reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
Vontobel Holding sold 4,500 VanEck Merk Gold Trust shares in Q2 2026, an estimated $203K.
Vontobel Holding first reported a position in VanEck Merk Gold Trust in Q4 2024 and held it in 6 quarters.
Vontobel Holding's VanEck Merk Gold Trust position peaked at $298K in Q3 2025.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.