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

Waverly 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 		$328K Buy
+8,500
New +$369K ﹤0.01% 1368

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

Waverly Advisors's OUNZ Position: Q2 2026 in Review

Waverly Advisors opened a new position in VanEck Merk Gold Trust (OUNZ) in Q2 2026: 8,500 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings.

267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Waverly Advisors held 8,500 shares of VanEck Merk Gold Trust worth $328K as of Q2 2026.
  • VanEck Merk Gold Trust was a new Waverly Advisors position in Q2 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1368 holding.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.