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WealthPlan Investment Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

WealthPlan Investment Management’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
-8,458
Closed -$381K – 492
2026
Q1 		$381K Buy
+8,458
New +$397K 0.02% 347

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Raymond James Financial
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Envestnet Asset Management
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MWM
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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

WealthPlan Investment Management's OUNZ Position: Q2 2026 in Review

WealthPlan Investment Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 8,458 shares — an estimated $381K sold.

WealthPlan Investment Management first reported a position in OUNZ in Q1 2026 and held it in 1 quarter. The position peaked at $381K in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • WealthPlan Investment Management reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 8,458 VanEck Merk Gold Trust shares in Q2 2026, an estimated $381K.
  • WealthPlan Investment Management first reported a position in VanEck Merk Gold Trust in Q1 2026 and held it in 1 quarter.
  • WealthPlan Investment Management's VanEck Merk Gold Trust position peaked at $381K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.