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Whitaker-Myers Wealth Managers’s VanEck Merk Gold Trust OUNZ Stock Holding History

Whitaker-Myers Wealth Managers’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 		$473K Sell
12,253
-1,589
-11% -$68.9K 0.08% 91
2026
Q1 		$624K Sell
13,842
-645
-4% -$30.2K 0.12% 79
2025
Q4 		$601K Sell
14,487
-2
-0% -$80 0.13% 80
2025
Q3 		$539K Sell
14,489
-385
-3% -$12.8K 0.12% 84
2025
Q2 		$474K Sell
14,874
-376
-2% -$11.9K 0.12% 79
2025
Q1 		$460K Buy
15,250
+54
+0.4% +$1.49K 0.13% 71
2024
Q4 		$384K Buy
15,196
+384
+3% +$9.86K 0.11% 75
2024
Q3 		$376K Buy
14,812
+1,412
+11% +$33.8K 0.13% 73
2024
Q2 		$301K Buy
13,400
+1,991
+17% +$45K 0.11% 77
2024
Q1 		$245K Buy
11,409
+260
+2% +$5.21K 0.1% 83
2023
Q4 		$223K Hold
11,149
– – 0.11% 78
2023
Q3 		$199K Buy
11,149
+27
+0.2% +$504 0.12% 75
2023
Q2 		$207K Buy
+11,122
New +$213K 0.14% 70

Other funds holding OUNZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Whitaker-Myers Wealth Managers's OUNZ Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its VanEck Merk Gold Trust (OUNZ) stake by 11% in Q2 2026, selling an estimated $68.9K and leaving 12,253 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #91.

Whitaker-Myers Wealth Managers first reported a position in OUNZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $624K in Q1 2026. 44 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 12,253 shares of VanEck Merk Gold Trust worth $473K as of Q2 2026.
  • Whitaker-Myers Wealth Managers sold 1,589 VanEck Merk Gold Trust shares in Q2 2026, an estimated $68.9K.
  • VanEck Merk Gold Trust made up 0.08% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #91 holding.
  • Whitaker-Myers Wealth Managers first reported a position in VanEck Merk Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Whitaker-Myers Wealth Managers's VanEck Merk Gold Trust position peaked at $624K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.