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XML Financial’s VanEck Merk Gold Trust OUNZ Stock Holding History

XML Financial’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
Q1 		$230K Buy
+5,100
New +$239K 0.02% 383

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

XML Financial's OUNZ Position: Q1 2026 in Review

XML Financial opened a new position in VanEck Merk Gold Trust (OUNZ) in Q1 2026: 5,100 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #383 among its holdings.

289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • XML Financial held 5,100 shares of VanEck Merk Gold Trust worth $230K as of Q1 2026.
  • VanEck Merk Gold Trust was a new XML Financial position in Q1 2026.
  • VanEck Merk Gold Trust made up 0.02% of XML Financial's portfolio in Q1 2026, its #383 holding.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.