OUNZ β€” VANECK MERK GOLD TR

Ownership history in Samalin Investment Counsel, LLC  Β·  19 quarters on record

AI Ownership Summary

Samalin Investment Counsel, LLC reported VANECK MERK GOLD TR (OUNZ) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.74% in 2025 Q4. The latest visible filing shows OUNZ at 2.74% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OUNZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Samalin Investment Counsel, LLC'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 Q4

OUNZ was reported at 2.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.74% in 2025 Q4

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 Q4

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.

How Samalin Investment Counsel, LLC held OUNZ β€” position size vs. price
% of Fund (quarterly)    OUNZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 186,189 -5,343 -2.8% 2.74% $7.7M 2026-02-14 (Est.) $48.44
2025 Q3 ADDED 191,532 +22,093 +13.0% 2.45% $7.1M 2025-10-30 $38.74
2025 Q2 REDUCED 169,439 -25,721 -13.2% 2.07% $5.4M 2025-08-07 $32.75
2025 Q1 REDUCED 195,160 -1,237 -0.6% 2.38% $5.9M 2025-05-14 $30.65
2024 Q4 ADDED 196,397 +5,661 +3.0% 2.13% $5.0M 2025-02-11 $27.95
2024 Q3 ADDED 190,736 +18,026 +10.4% 2.11% $4.8M 2024-11-13 $24.83
2024 Q2 ADDED 172,710 +1,713 +1.0% 1.81% $3.9M 2024-08-13 $23.82
2024 Q1 ADDED 170,997 +18,441 +12.1% 1.75% $3.7M 2024-05-13 $22.58
2023 Q4 REDUCED 152,556 -38,063 -20.0% 1.54% $3.0M 2024-02-14 $19.26
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding OUNZ

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.09% Noble Wealth Management PBC 0.01% Hickory Point Bank & Trust 0.0%

FAQ About Samalin Investment Counsel, LLC and OUNZ

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

How long has Samalin Investment Counsel, LLC reported owning OUNZ?

Samalin Investment Counsel, LLC reported OUNZ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OUNZ position in Samalin Investment Counsel, LLC's portfolio?

The largest reported portfolio weight for OUNZ was 2.74% in 2025 Q4.

What is the latest reported OUNZ position on this page?

The most recent filing on this page is 2025 Q4, when Samalin Investment Counsel, LLC reported 186,189 shares, equal to 2.74% of portfolio, with an estimated market value of $7.7M.

What does the chart on this OUNZ ownership page compare?

The chart compares Samalin Investment Counsel, LLC'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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