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 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 $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return

Vontobel Holding's OUNZ Position: Q1 2026 in Review

Vontobel Holding reduced its VanEck Merk Gold Trust (OUNZ) stake by 25% in Q1 2026, selling an estimated $70.3K and leaving 4,500 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Vontobel Holding first reported a position in OUNZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $298K in Q3 2025. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Vontobel Holding held 4,500 shares of VanEck Merk Gold Trust worth $203K as of Q1 2026.
Vontobel Holding sold 1,500 VanEck Merk Gold Trust shares in Q1 2026, an estimated $70.3K.
VanEck Merk Gold Trust made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #1111 holding.
Vontobel Holding first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 6 quarters since.
Vontobel Holding's VanEck Merk Gold Trust position peaked at $298K in Q3 2025.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.