Wealth Quarterback’s VanEck Merk Gold Trust OUNZ Stock Holding History

Wealth Quarterback’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 Q3	$882K	Sell	22,103 -708	-3%	-$29K	0.27%	62
2026 Q2	$880K	Sell	22,811 -42	-0.2%	-$1.82K	0.27%	63
2026 Q1	$1.03M	Buy	22,853 +2,079	+10%	+$97.5K	0.41%	51
2025 Q4	$862K	Buy	20,774 +5,191	+33%	+$207K	0.31%	58
2025 Q3	$580K	Buy	15,583 +3,578	+30%	+$119K	0.22%	79
2025 Q2	$383K	Sell	12,005 -658	-5%	-$20.8K	0.18%	101
2025 Q1	$382K	Buy	12,663 +150	+1%	+$4.15K	0.21%	85
2024 Q4	$317K	Buy	12,513 +496	+4%	+$12.7K	0.15%	91
2024 Q3	$305K	Buy	12,017 +980	+9%	+$23.4K	0.16%	94
2024 Q2	$248K	Buy	+11,037	New	+$249K	0.14%	97
2023 Q3	–	Sell	-10,309	Closed	-$192K	–	122
2023 Q2	$192K	Buy	+10,309	New	+$198K	0.13%	116
2021 Q3	$148K	Hold	8,634	–	–	0.1%	130
2021 Q2	$149K	Buy	+8,634	New	+$153K	0.09%	138

Other funds holding OUNZ

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wealth Quarterback's OUNZ Position: Q3 2026 in Review

Wealth Quarterback reduced its VanEck Merk Gold Trust (OUNZ) stake by 3.1% in Q3 2026, selling an estimated $29K and leaving 22,103 shares worth $882K. The position accounts for 0.27% of the portfolio, ranked #62.

Wealth Quarterback first reported a position in OUNZ in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2026. 87 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

Wealth Quarterback held 22,103 shares of VanEck Merk Gold Trust worth $882K as of Q3 2026.
Wealth Quarterback sold 708 VanEck Merk Gold Trust shares in Q3 2026, an estimated $29K.
VanEck Merk Gold Trust made up 0.27% of Wealth Quarterback's portfolio in Q3 2026, its #62 holding.
Wealth Quarterback first reported a position in VanEck Merk Gold Trust in Q2 2021 and has held it in 13 quarters since.
Wealth Quarterback's VanEck Merk Gold Trust position peaked at $1.03M in Q1 2026.
87 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.