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Waterloo Capital’s VanEck Merk Gold Trust OUNZ Stock Holding History

Waterloo Capital’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 		$1.8M Buy
46,695
+17,577
+60% +$763K 0.1% 186
2026
Q1 		$1.31M Buy
+29,118
New +$1.37M 0.09% 183

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

Waterloo Capital's OUNZ Position: Q2 2026 in Review

Waterloo Capital increased its VanEck Merk Gold Trust (OUNZ) stake by 60% in Q2 2026, buying an estimated $763K and bringing the position to 46,695 shares worth $1.8M. The position accounts for 0.1% of the portfolio, ranked #186.

Waterloo Capital first reported a position in OUNZ in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Waterloo Capital held 46,695 shares of VanEck Merk Gold Trust worth $1.8M as of Q2 2026.
  • Waterloo Capital bought 17,577 VanEck Merk Gold Trust shares in Q2 2026, an estimated $763K.
  • VanEck Merk Gold Trust made up 0.1% of Waterloo Capital's portfolio in Q2 2026, its #186 holding.
  • Waterloo Capital first reported a position in VanEck Merk Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.