WPA
OUNZ icon

Wealth Preservation Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Wealth Preservation 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
Q1 		$36K Hold
800
– – 0.03% 220
2025
Q4 		$33.2K Hold
800
– – 0.02% 219
2025
Q3 		$29.8K Hold
800
– – 0.02% 225
2025
Q2 		$25.5K Hold
800
– – 0.02% 232
2025
Q1 		$24.1K Buy
+800
New +$22.1K 0.02% 244

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 Preservation Advisors's OUNZ Position: Q1 2026 in Review

Wealth Preservation Advisors held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 800 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #220.

Wealth Preservation Advisors 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 Preservation Advisors held 800 shares of VanEck Merk Gold Trust worth $36K as of Q1 2026.
  • Wealth Preservation Advisors left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
  • VanEck Merk Gold Trust made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #220 holding.
  • Wealth Preservation Advisors 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 Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.