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 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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Wealth Quarterback's OUNZ Position: Q2 2026 in Review

Wealth Quarterback reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.18% in Q2 2026, selling an estimated $1.82K and leaving 22,811 shares worth $880K. The position accounts for 0.27% of the portfolio, ranked #63.

Wealth Quarterback first reported a position in OUNZ in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.03M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Wealth Quarterback held 22,811 shares of VanEck Merk Gold Trust worth $880K as of Q2 2026.
Wealth Quarterback sold 42 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.82K.
VanEck Merk Gold Trust made up 0.27% of Wealth Quarterback's portfolio in Q2 2026, its #63 holding.
Wealth Quarterback first reported a position in VanEck Merk Gold Trust in Q2 2021 and has held it in 12 quarters since.
Wealth Quarterback's VanEck Merk Gold Trust position peaked at $1.03M in Q1 2026.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.