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Washington Trust Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Washington Trust 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 		$1.59M Hold
41,093
– – 0.12% 95
2026
Q1 		$1.85M Hold
41,093
– – 0.15% 84
2025
Q4 		$1.7M Sell
41,093
-1,901
-4% -$76K 0.13% 87
2025
Q3 		$1.6M Buy
+42,994
New +$1.43M 0.12% 87

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

Washington Trust Advisors's OUNZ Position: Q2 2026 in Review

Washington Trust Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 41,093 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #95.

Washington Trust Advisors first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.85M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Washington Trust Advisors held 41,093 shares of VanEck Merk Gold Trust worth $1.59M as of Q2 2026.
  • Washington Trust Advisors left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up 0.12% of Washington Trust Advisors's portfolio in Q2 2026, its #95 holding.
  • Washington Trust Advisors first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Washington Trust Advisors's VanEck Merk Gold Trust position peaked at $1.85M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.