WIM
OUNZ icon

Warwick Investment Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Warwick Investment Management’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 		$1.31M Sell
28,988
-15,737
-35% -$738K 0.19% 49
2025
Q4 		$1.86M Sell
44,725
-13,831
-24% -$553K 0.29% 41
2025
Q3 		$2.18M Buy
58,556
+4,895
+9% +$163K 0.38% 38
2025
Q2 		$1.71M Buy
53,661
+2,800
+6% +$88.7K 0.33% 37
2025
Q1 		$1.53M Sell
50,861
-3,575
-7% -$98.8K 0.32% 37
2024
Q4 		$1.38M Buy
54,436
+4,174
+8% +$107K 0.28% 37
2024
Q3 		$1.28M Buy
50,262
+37,647
+298% +$901K 0.3% 30
2024
Q2 		$283K Buy
+12,615
New +$285K 0.07% 80

Other funds holding OUNZ

VanEck Associates
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return