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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
Q2 		$366K Buy
9,473
+2,718
+40% +$118K 0.1% 170
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 $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

Wealth Management Associates's OUNZ Position: Q2 2026 in Review

Wealth Management Associates increased its VanEck Merk Gold Trust (OUNZ) stake by 40% in Q2 2026, buying an estimated $118K and bringing the position to 9,473 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #170.

Wealth Management Associates first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Wealth Management Associates held 9,473 shares of VanEck Merk Gold Trust worth $366K as of Q2 2026.
  • Wealth Management Associates bought 2,718 VanEck Merk Gold Trust shares in Q2 2026, an estimated $118K.
  • VanEck Merk Gold Trust made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #170 holding.
  • Wealth Management Associates first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.