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Westend Capital Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Westend Capital 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
Q1 		$1.35K Hold
30
– – ﹤0.01% 222
2025
Q4 		$1.24K Hold
30
– – ﹤0.01% 215
2025
Q3 		$1.12K Hold
30
– – ﹤0.01% 229
2025
Q2 		$957 Buy
+30
New +$950 ﹤0.01% 210

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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

Westend Capital Management's OUNZ Position: Q1 2026 in Review

Westend Capital Management held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 30 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Westend Capital Management first reported a position in OUNZ in Q2 2025 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Westend Capital Management held 30 shares of VanEck Merk Gold Trust worth $1.35K as of Q1 2026.
  • Westend Capital Management left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #222 holding.
  • Westend Capital Management first reported a position in VanEck Merk Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.