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

Wealth Enhancement Trust 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 		$43.1K Sell
1,116
-18
-2% -$781 ﹤0.01% 511
2026
Q1 		$51.1K Sell
1,134
-959
-46% -$45K 0.01% 449
2025
Q4 		$86.8K Buy
+2,093
New +$83.7K 0.01% 349

Other funds holding OUNZ

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its VanEck Merk Gold Trust (OUNZ) stake by 1.6% in Q2 2026, selling an estimated $781 and leaving 1,116 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Wealth Enhancement Trust Services first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.8K in Q4 2025. 218 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,116 shares of VanEck Merk Gold Trust worth $43.1K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 18 VanEck Merk Gold Trust shares in Q2 2026, an estimated $781.
  • VanEck Merk Gold Trust made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #511 holding.
  • Wealth Enhancement Trust Services first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's VanEck Merk Gold Trust position peaked at $86.8K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

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