Back to OUNZ

CWC Advisors, LLC. → OUNZ

CWC Advisors, LLC. OUNZ Position History

VanEck Merk Gold Trust • Basic Materials

Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.3M
Q1 2026$1.5M
Q2 2026$1.4M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M37.0K——
Q2 2026$1.4M35.7K——
Q1 2026$1.5M33.3K——
Q4 2025$1.3M32.0K——

Other funds holding OUNZ

Other CWC Advisors, LLC. positions

VGES

VANGUARD BD INDEX FDS

$11.8M
VGES

VANGUARD BD INDEX FDS

$11.7M
AAPL

APPLE INC

$10.1M
VGES

VANGUARD BD INDEX FDS

$9.3M
AVGO

BROADCOM INC

$7.7M
AVGO

BROADCOM INC

$7.6M
AAPL

APPLE INC

$7.5M
VGES

VANGUARD SCOTTSDALE FDS

$7.4M