HIA
OUNZ icon

Harbor Investment Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History

Harbor Investment Advisory’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
Q3 		$1.6K Hold
40
– – ﹤0.01% 1315
2026
Q2 		$1.54K Hold
40
– – ﹤0.01% 1215
2026
Q1 		$1.8K Buy
+40
New +$1.88K ﹤0.01% 1118

Other funds holding OUNZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TNAM
Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Harbor Investment Advisory's OUNZ Position: Q3 2026 in Review

Harbor Investment Advisory held its VanEck Merk Gold Trust (OUNZ) position steady in Q3 2026 at 40 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Harbor Investment Advisory first reported a position in OUNZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.8K in Q1 2026. 21 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

  • Harbor Investment Advisory held 40 shares of VanEck Merk Gold Trust worth $1.6K as of Q3 2026.
  • Harbor Investment Advisory left its VanEck Merk Gold Trust share count unchanged in Q3 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1315 holding.
  • Harbor Investment Advisory first reported a position in VanEck Merk Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • Harbor Investment Advisory's VanEck Merk Gold Trust position peaked at $1.8K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.