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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
Q3 		$475K Sell
11,896
-357
-3% -$14.6K 0.08% 85
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Whitaker-Myers Wealth Managers's OUNZ Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its VanEck Merk Gold Trust (OUNZ) stake by 2.9% in Q3 2026, selling an estimated $14.6K and leaving 11,896 shares worth $475K. The position accounts for 0.08% of the portfolio, ranked #85.

Whitaker-Myers Wealth Managers first reported a position in OUNZ in Q2 2023 and has held it in 14 quarters since. The position peaked at $624K in Q1 2026. 14 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 11,896 shares of VanEck Merk Gold Trust worth $475K as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 357 VanEck Merk Gold Trust shares in Q3 2026, an estimated $14.6K.
  • VanEck Merk Gold Trust made up 0.08% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #85 holding.
  • Whitaker-Myers Wealth Managers first reported a position in VanEck Merk Gold Trust in Q2 2023 and has held it in 14 quarters since.
  • Whitaker-Myers Wealth Managers's VanEck Merk Gold Trust position peaked at $624K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.