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Winnow Wealth’s VanEck Merk Gold Trust OUNZ Stock Holding History

Winnow Wealth’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
2025
Q3 		– Sell
-288,706
Closed -$9.21M – 631
2025
Q2 		$9.21M Buy
+288,706
New +$9.14M 6.86% 3

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Winnow Wealth's OUNZ Position: Q3 2025 in Review

Winnow Wealth sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2025, closing a stake of 288,706 shares — an estimated $9.21M sold.

Winnow Wealth first reported a position in OUNZ in Q2 2025 and held it in 1 quarter. The position peaked at $9.21M in Q2 2025. 221 funds tracked by Wall St. Rank hold OUNZ as of Q3 2025.

  • Winnow Wealth reported no remaining VanEck Merk Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Winnow Wealth sold 288,706 VanEck Merk Gold Trust shares in Q3 2025, an estimated $9.21M.
  • Winnow Wealth first reported a position in VanEck Merk Gold Trust in Q2 2025 and held it in 1 quarter.
  • Winnow Wealth's VanEck Merk Gold Trust position peaked at $9.21M in Q2 2025.
  • 221 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.