Whittier Trust’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $470K | Sell |
11,747
-295
| -2% | -$12.8K | ﹤0.01% | 492 |
|
|
2026
Q1 | $539K | Sell |
12,042
-1,389
| -10% | -$65.1K | 0.01% | 431 |
|
|
2025
Q4 | $581K | Sell |
13,431
-933
| -6% | -$37.3K | 0.01% | 423 |
|
|
2025
Q3 | $538K | Sell |
14,364
-921
| -6% | -$30.7K | 0.01% | 430 |
|
|
2025
Q2 | $487K | Sell |
15,285
-250
| -2% | -$7.92K | 0.01% | 494 |
|
|
2025
Q1 | $468K | Hold |
15,535
| – | – | 0.01% | 500 |
|
|
2024
Q4 | $393K | Hold |
15,535
| – | – | 0.01% | 528 |
|
|
2024
Q3 | $394K | Sell |
15,535
-3,500
| -18% | -$83.7K | 0.01% | 547 |
|
|
2024
Q2 | $427K | Hold |
19,035
| – | – | 0.01% | 512 |
|
|
2024
Q1 | $409K | Hold |
19,035
| – | – | 0.01% | 525 |
|
|
2023
Q4 | $380K | Hold |
19,035
| – | – | 0.01% | 530 |
|
|
2023
Q3 | $340K | Hold |
19,035
| – | – | 0.01% | 537 |
|
|
2023
Q2 | $354K | Hold |
19,035
| – | – | 0.01% | 525 |
|
|
2023
Q1 | $363K | Hold |
19,035
| – | – | 0.01% | 529 |
|
|
2022
Q4 | $337K | Hold |
19,035
| – | – | 0.01% | 533 |
|
|
2022
Q3 | $307K | Hold |
19,035
| – | – | 0.01% | 538 |
|
|
2022
Q2 | $333K | Hold |
19,035
| – | – | 0.01% | 531 |
|
|
2022
Q1 | $358K | Hold |
19,035
| – | – | 0.01% | 558 |
|
|
2021
Q4 | $338K | Hold |
19,035
| – | – | 0.01% | 566 |
|
|
2021
Q3 | $325K | Hold |
19,035
| – | – | 0.01% | 549 |
|
|
2021
Q2 | $328K | Sell |
19,035
-875
| -4% | -$15.5K | 0.01% | 553 |
|
|
2021
Q1 | $331K | Hold |
19,910
| – | – | 0.01% | 543 |
|
|
2020
Q4 | $369K | Hold |
19,910
| – | – | 0.01% | 483 |
|
|
2020
Q3 | $366K | Buy |
19,910
+2,000
| +11% | +$37.3K | 0.01% | 473 |
|
|
2020
Q2 | $311K | Hold |
17,910
| – | – | 0.01% | 473 |
|
|
2020
Q1 | $276K | Hold |
17,910
| – | – | 0.01% | 461 |
|
|
2019
Q4 | $266K | Hold |
17,910
| – | – | 0.01% | 501 |
|
|
2019
Q3 | $258K | Hold |
17,910
| – | – | 0.01% | 511 |
|
|
2019
Q2 | $248K | Hold |
17,910
| – | – | 0.01% | 498 |
|
|
2019
Q1 | $227K | Buy |
17,910
+6,760
| +61% | +$86.5K | 0.01% | 508 |
|
|
2018
Q4 | $140K | Sell |
11,150
-9,435
| -46% | -$114K | ﹤0.01% | 569 |
|
|
2018
Q3 | $241K | Hold |
20,585
| – | – | 0.01% | 478 |
|
|
2018
Q2 | $253K | Hold |
20,585
| – | – | 0.01% | 465 |
|
|
2018
Q1 | $268K | Hold |
20,585
| – | – | 0.01% | 464 |
|
|
2017
Q4 | $265K | Hold |
20,585
| – | – | 0.01% | 459 |
|
|
2017
Q3 | $260K | Sell |
20,585
-1,285
| -6% | -$16.2K | 0.01% | 448 |
|
|
2017
Q2 | $268K | Hold |
21,870
| – | – | 0.01% | 423 |
|
|
2017
Q1 | $270K | Buy |
21,870
+7,875
| +56% | +$95.1K | 0.01% | 421 |
|
|
2016
Q4 | $159K | Sell |
13,995
-7,875
| -36% | -$94.9K | 0.01% | 501 |
|
|
2016
Q3 | $285K | Buy |
21,870
+6,905
| +46% | +$91.3K | 0.01% | 414 |
|
|
2016
Q2 | $196K | Buy |
+14,965
| New | +$187K | 0.01% | 457 |
|
Other funds holding OUNZ
MCM
PWA
MWM
AOWM
Whittier Trust's OUNZ Position: Q2 2026 in Review
Whittier Trust reduced its VanEck Merk Gold Trust (OUNZ) stake by 2.4% in Q2 2026, selling an estimated $12.8K and leaving 11,747 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #492.
Whittier Trust first reported a position in OUNZ in Q2 2016 and has held it in 41 quarters since. The position peaked at $581K in Q4 2025. 252 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.
- Whittier Trust held 11,747 shares of VanEck Merk Gold Trust worth $470K as of Q2 2026.
- Whittier Trust sold 295 VanEck Merk Gold Trust shares in Q2 2026, an estimated $12.8K.
- VanEck Merk Gold Trust made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #492 holding.
- Whittier Trust first reported a position in VanEck Merk Gold Trust in Q2 2016 and has held it in 41 quarters since.
- Whittier Trust's VanEck Merk Gold Trust position peaked at $581K in Q4 2025.
- 252 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.