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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
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

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 Quarterback's OUNZ Position: Q1 2026 in Review

Wealth Quarterback increased its VanEck Merk Gold Trust (OUNZ) stake by 10% in Q1 2026, buying an estimated $97.5K and bringing the position to 22,853 shares worth $1.03M. The position accounts for 0.41% of the portfolio, ranked #51.

Wealth Quarterback first reported a position in OUNZ in Q2 2021 and has held it in 11 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Wealth Quarterback held 22,853 shares of VanEck Merk Gold Trust worth $1.03M as of Q1 2026.
  • Wealth Quarterback bought 2,079 VanEck Merk Gold Trust shares in Q1 2026, an estimated $97.5K.
  • VanEck Merk Gold Trust made up 0.41% of Wealth Quarterback's portfolio in Q1 2026, its #51 holding.
  • Wealth Quarterback first reported a position in VanEck Merk Gold Trust in Q2 2021 and has held it in 11 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.