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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
Q2 		– Sell
-800
Closed -$36K – 684
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 $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 Preservation Advisors's OUNZ Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 800 shares — an estimated $36K sold.

Wealth Preservation Advisors first reported a position in OUNZ in Q1 2025 and held it in 5 quarters. The position peaked at $36K in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 800 VanEck Merk Gold Trust shares in Q2 2026, an estimated $36K.
  • Wealth Preservation Advisors first reported a position in VanEck Merk Gold Trust in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's VanEck Merk Gold Trust position peaked at $36K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.