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WMS Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

WMS Partners’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
Q1 		– Sell
-21,415
Closed -$542K – 193
2024
Q4 		$542K Buy
21,415
+804
+4% +$20.6K 0.03% 173
2024
Q3 		$523K Buy
20,611
+1,718
+9% +$41.1K 0.03% 172
2024
Q2 		$424K Buy
18,893
+1,577
+9% +$35.6K 0.03% 171
2024
Q1 		$372K Hold
17,316
– – 0.03% 197
2023
Q4 		$346K Buy
17,316
+2,671
+18% +$51.1K 0.03% 193
2023
Q3 		$262K Buy
14,645
+795
+6% +$14.8K 0.02% 218
2023
Q2 		$258K Buy
+13,850
New +$265K 0.02% 242

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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WMS Partners's OUNZ Position: Q1 2025 in Review

WMS Partners sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2025, closing a stake of 21,415 shares — an estimated $542K sold.

WMS Partners first reported a position in OUNZ in Q2 2023 and held it in 7 quarters. The position peaked at $542K in Q4 2024. 183 funds tracked by Wall St. Rank hold OUNZ as of Q1 2025.

  • WMS Partners reported no remaining VanEck Merk Gold Trust position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 21,415 VanEck Merk Gold Trust shares in Q1 2025, an estimated $542K.
  • WMS Partners first reported a position in VanEck Merk Gold Trust in Q2 2023 and held it in 7 quarters.
  • WMS Partners's VanEck Merk Gold Trust position peaked at $542K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.