WhitTier Trust Company’s VanEck Merk Gold Trust OUNZ Stock Holding History

WhitTier Trust Company’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	$141K	Hold	3,575	–	–	﹤0.01%	555
2026 Q1	$160K	Hold	3,575	–	–	﹤0.01%	527
2025 Q4	$155K	Hold	3,575	–	–	﹤0.01%	519
2025 Q3	$134K	Hold	3,575	–	–	﹤0.01%	515
2025 Q2	$114K	Hold	3,575	–	–	﹤0.01%	602
2025 Q1	$108K	Hold	3,575	–	–	﹤0.01%	605
2024 Q4	$90.4K	Hold	3,575	–	–	﹤0.01%	626
2024 Q3	$90.7K	Hold	3,575	–	–	﹤0.01%	614
2024 Q2	$80.3K	Hold	3,575	–	–	﹤0.01%	597
2024 Q1	$76.8K	Hold	3,575	–	–	﹤0.01%	606
2023 Q4	$71.3K	Hold	3,575	–	–	﹤0.01%	613
2023 Q3	$63.9K	Hold	3,575	–	–	﹤0.01%	601
2023 Q2	$66.5K	Hold	3,575	–	–	﹤0.01%	623
2023 Q1	$68.2K	Hold	3,575	–	–	﹤0.01%	608
2022 Q4	$63.2K	Hold	3,575	–	–	﹤0.01%	629
2022 Q3	$58K	Hold	3,575	–	–	﹤0.01%	638
2022 Q2	$63K	Hold	3,575	–	–	﹤0.01%	631
2022 Q1	$67K	Hold	3,575	–	–	﹤0.01%	626
2021 Q4	$64K	Buy	3,575 +1,000	+39%	+$17.5K	﹤0.01%	636
2021 Q3	$44K	Hold	2,575	–	–	﹤0.01%	696
2021 Q2	$44K	Buy	2,575 +575	+29%	+$10.2K	﹤0.01%	676
2021 Q1	$33K	Hold	2,000	–	–	﹤0.01%	709
2020 Q4	$37K	Hold	2,000	–	–	﹤0.01%	670
2020 Q3	$37K	Hold	2,000	–	–	﹤0.01%	652
2020 Q2	$35K	Hold	2,000	–	–	﹤0.01%	636
2020 Q1	$31K	Hold	2,000	–	–	﹤0.01%	631
2019 Q4	$30K	Hold	2,000	–	–	﹤0.01%	685
2019 Q3	$29K	Hold	2,000	–	–	﹤0.01%	685
2019 Q2	$28K	Hold	2,000	–	–	﹤0.01%	685
2019 Q1	$25K	Sell	2,000 -5,370	-73%	-$68.7K	﹤0.01%	698
2018 Q4	$93K	Buy	7,370 +5,370	+269%	+$64.8K	0.01%	473
2018 Q3	$23K	Hold	2,000	–	–	﹤0.01%	739
2018 Q2	$25K	Hold	2,000	–	–	﹤0.01%	721
2018 Q1	$26K	Hold	2,000	–	–	﹤0.01%	717
2017 Q4	$26K	Hold	2,000	–	–	﹤0.01%	671
2017 Q3	$25K	Hold	2,000	–	–	﹤0.01%	664
2017 Q2	$25K	Hold	2,000	–	–	﹤0.01%	660
2017 Q1	$25K	Hold	2,000	–	–	﹤0.01%	655
2016 Q4	$23K	Hold	2,000	–	–	﹤0.01%	672
2016 Q3	$26K	Hold	2,000	–	–	﹤0.01%	639
2016 Q2	$26K	Hold	2,000	–	–	﹤0.01%	634
2016 Q1	$24K	Buy	2,000 +600	+43%	+$7.06K	﹤0.01%	652
2015 Q4	$15K	Sell	1,400 -7,600	-84%	-$83.5K	﹤0.01%	721
2015 Q3	$100K	Hold	9,000	–	–	0.01%	424
2015 Q2	$105K	Hold	9,000	–	–	0.01%	431
2015 Q1	$106K	Hold	9,000	–	–	0.01%	432
2014 Q4	$106K	Buy	9,000 +4,200	+88%	+$50.4K	0.01%	428
2014 Q3	$58K	Buy	4,800 +3,000	+167%	+$38.4K	0.01%	513
2014 Q2	$24K	Buy	+1,800	New	+$23.1K	﹤0.01%	681

Other funds holding OUNZ

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WhitTier Trust Company's OUNZ Position: Q2 2026 in Review

WhitTier Trust Company held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 3,575 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

WhitTier Trust Company first reported a position in OUNZ in Q2 2014 and has held it in 49 quarters since. The position peaked at $160K in Q1 2026. 252 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

WhitTier Trust Company held 3,575 shares of VanEck Merk Gold Trust worth $141K as of Q2 2026.
WhitTier Trust Company left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
VanEck Merk Gold Trust made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #555 holding.
WhitTier Trust Company first reported a position in VanEck Merk Gold Trust in Q2 2014 and has held it in 49 quarters since.
WhitTier Trust Company's VanEck Merk Gold Trust position peaked at $160K in Q1 2026.
252 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.