Northwest Financial Advisors OUNZ — VANECK MERK GOLD TR

Ownership history in Northwest Financial Advisors  ·  7 quarters on record

AI Ownership Summary

Northwest Financial Advisors reported VANECK MERK GOLD TR (OUNZ) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.38% in 2025 Q3. The latest visible filing shows OUNZ at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OUNZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Northwest Financial Advisors's position in VANECK MERK GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OUNZ was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OUNZ stock page Northwest Financial Advisors fund profile Northwest Financial Advisors full holdings
How Northwest Financial Advisors held OUNZ — position size vs. price
% of Fund (quarterly)    OUNZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 7,896 — 0% 0.38% $294K 2025-11-06 $38.31
2025 Q2 UNCHANGED — — — 7,896 — 0% 0.35% $252K 2025-08-04 $32.52
2025 Q1 UNCHANGED — — — 7,896 — 0% 0.20% $238K 2025-04-11 $31.15
2024 Q3 REDUCED — — — 7,896 -200 -2.5% 0.16% $200K 2024-11-13 $24.83
2024 Q2 UNCHANGED — — — 8,096 — 0% 0.13% $182K 2024-08-13 $23.82
2024 Q1 UNCHANGED — — — 8,096 — 0% 0.13% $174K 2024-05-09 $22.66
2023 Q4 INITIATED — — — 8,096 — — 0.14% $162K 2024-02-07 $19.68

🏢 Other funds also holding OUNZ

As of 2026 Q1 — sorted by position size

Morton Capital Management LLC/CA 23.01% Kiker Wealth Management, LLC 9.41% Accordant Advisory Group Inc 7.63% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 5.16% Pitcairn Wealth Advisors LLC 5.1% Solstein Capital, LLC 3Y 7Y 4.81% SFG Wealth Management, LLC. 3Y 4.69% Dogwood Wealth Management LLC 4.5% Drake & Associates, LLC 3Y 4.38% Three Cord True Wealth Management, LLC 4.09%

FAQ About Northwest Financial Advisors and OUNZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Northwest Financial Advisors reported owning OUNZ?

Northwest Financial Advisors reported OUNZ across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported OUNZ position in Northwest Financial Advisors's portfolio?

The largest reported portfolio weight for OUNZ was 0.38% in 2025 Q3.

What is the latest reported OUNZ position on this page?

The most recent filing on this page is 2025 Q3, when Northwest Financial Advisors reported 7,896 shares, equal to 0.38% of portfolio, with an estimated market value of $294K.

What does the chart on this OUNZ ownership page compare?

The chart compares Northwest Financial Advisors's quarterly OUNZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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