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Walkner Condon Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Walkner Condon Financial 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
Q2 		$1.36M Sell
35,187
-8,165
-19% -$354K 0.16% 110
2026
Q1 		$1.95M Buy
43,352
+229
+0.5% +$10.7K 0.26% 77
2025
Q4 		$1.79M Sell
43,123
-1,173
-3% -$46.9K 0.25% 81
2025
Q3 		$1.65M Buy
44,296
+632
+1% +$21.1K 0.26% 79
2025
Q2 		$1.39M Buy
43,664
+2,049
+5% +$64.9K 0.26% 80
2025
Q1 		$1.25M Buy
41,615
+7
+0% +$194 0.25% 81
2024
Q4 		$1.05M Sell
41,608
-14
-0% -$360 0.21% 92
2024
Q3 		$1.06M Sell
41,622
-1,648
-4% -$39.4K 0.22% 95
2024
Q2 		$965K Sell
43,270
-16
-0% -$361 0.21% 96
2024
Q1 		$928K Buy
43,286
+10
+0% +$200 0.2% 100
2023
Q4 		$864K Sell
43,276
-804
-2% -$15.4K 0.2% 104
2023
Q3 		$789K Buy
44,080
+3,558
+9% +$66.4K 0.21% 100
2023
Q2 		$753K Sell
40,522
-3,499
-8% -$67.1K 0.2% 98
2023
Q1 		$841K Sell
44,021
-542
-1% -$9.94K 0.24% 93
2022
Q4 		$788K Buy
44,563
+1,420
+3% +$23.8K 0.24% 87
2022
Q3 		$696K Buy
43,143
+1,662
+4% +$27.8K 0.22% 93
2022
Q2 		$727K Buy
41,481
+6,992
+20% +$127K 0.23% 94
2022
Q1 		$649K Buy
34,489
+4,129
+14% +$75.4K 0.18% 102
2021
Q4 		$540K Buy
30,360
+9,143
+43% +$160K 0.35% 67
2021
Q3 		$361K Buy
21,217
+4,990
+31% +$86.9K 0.18% 103
2021
Q2 		$276K Buy
+16,227
New +$287K 0.1% 138

Other funds holding OUNZ

VanEck Associates
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
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

Walkner Condon Financial Advisors's OUNZ Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 19% in Q2 2026, selling an estimated $354K and leaving 35,187 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #110.

Walkner Condon Financial Advisors first reported a position in OUNZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.95M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Walkner Condon Financial Advisors held 35,187 shares of VanEck Merk Gold Trust worth $1.36M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 8,165 VanEck Merk Gold Trust shares in Q2 2026, an estimated $354K.
  • VanEck Merk Gold Trust made up 0.16% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Walkner Condon Financial Advisors first reported a position in VanEck Merk Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Walkner Condon Financial Advisors's VanEck Merk Gold Trust position peaked at $1.95M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.