WMA
OUNZ icon

Wealth Management Associates’s VanEck Merk Gold Trust OUNZ Stock Holding History

Wealth Management Associates’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
Q1 		$304K Hold
6,755
– – 0.11% 179
2025
Q4 		$280K Hold
6,755
– – 0.1% 187
2025
Q3 		$251K Hold
6,755
– – 0.09% 196
2025
Q2 		$215K Hold
6,755
– – 0.08% 203
2025
Q1 		$204K Buy
+6,755
New +$187K 0.09% 201

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealth Management Associates's OUNZ Position: Q1 2026 in Review

Wealth Management Associates held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 6,755 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #179.

Wealth Management Associates first reported a position in OUNZ in Q1 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Wealth Management Associates held 6,755 shares of VanEck Merk Gold Trust worth $304K as of Q1 2026.
  • Wealth Management Associates left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
  • VanEck Merk Gold Trust made up 0.11% of Wealth Management Associates's portfolio in Q1 2026, its #179 holding.
  • Wealth Management Associates first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.