Wealth Enhancement Advisory Services
OUNZ icon

Wealth Enhancement Advisory Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$15M Buy
380,529
+34,736
+10% +$1.51M 0.03% 528
2026
Q1 		$15.5M Sell
345,793
-308,918
-47% -$14.5M 0.03% 462
2025
Q4 		$28.3M Sell
654,711
-33,913
-5% -$1.36M 0.04% 381
2025
Q3 		$26.4M Sell
688,624
-14,430
-2% -$481K 0.04% 377
2025
Q2 		$22.6M Sell
703,054
-10,556
-1% -$334K 0.04% 385
2025
Q1 		$21.5M Sell
713,610
-42,074
-6% -$1.16M 0.04% 374
2024
Q4 		$19.1M Sell
755,684
-572
-0.1% -$14.7K 0.04% 384
2024
Q3 		$19.2M Buy
756,256
+9,085
+1% +$217K 0.04% 362
2024
Q2 		$16.8M Buy
747,171
+395,364
+112% +$8.93M 0.04% 362
2024
Q1 		$7.56M Buy
351,807
+54,610
+18% +$1.09M 0.02% 549
2023
Q4 		$5.93M Buy
+297,197
New +$5.68M 0.02% 565

Other funds holding OUNZ

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's OUNZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its VanEck Merk Gold Trust (OUNZ) stake by 10% in Q2 2026, buying an estimated $1.51M and bringing the position to 380,529 shares worth $15M. The position accounts for 0.03% of the portfolio, ranked #528.

Wealth Enhancement Advisory Services first reported a position in OUNZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.3M in Q4 2025. 44 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 380,529 shares of VanEck Merk Gold Trust worth $15M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 34,736 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.51M.
  • VanEck Merk Gold Trust made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #528 holding.
  • Wealth Enhancement Advisory Services first reported a position in VanEck Merk Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's VanEck Merk Gold Trust position peaked at $28.3M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.