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Harbour Investments’s VanEck Merk Gold Trust OUNZ Stock Holding History

Harbour Investments’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
Q2 		$143K Hold
3,718
– – ﹤0.01% 1789
2026
Q1 		$167K Buy
3,718
+15
+0.4% +$703 ﹤0.01% 1627
2025
Q4 		$154K Sell
3,703
-20
-0.5% -$799 ﹤0.01% 1417
2025
Q3 		$138K Sell
3,723
-11
-0.3% -$367 ﹤0.01% 1417
2025
Q2 		$119K Sell
3,734
-155
-4% -$4.91K ﹤0.01% 1419
2025
Q1 		$117K Sell
3,889
-536
-12% -$14.8K ﹤0.01% 1350
2024
Q4 		$112K Sell
4,425
-215
-5% -$5.52K ﹤0.01% 1311
2024
Q3 		$118K Sell
4,640
-1,328
-22% -$31.8K ﹤0.01% 1237
2024
Q2 		$134K Sell
5,968
-2,148
-26% -$48.5K ﹤0.01% 1107
2024
Q1 		$174K Buy
8,116
+288
+4% +$5.77K 0.01% 973
2023
Q4 		$156K Buy
7,828
+6,595
+535% +$126K 0.01% 961
2023
Q3 		$22.1K Hold
1,233
– – ﹤0.01% 1704
2023
Q2 		$22.9K Hold
1,233
– – ﹤0.01% 1710
2023
Q1 		$23.6K Hold
1,233
– – ﹤0.01% 1669
2022
Q4 		$21.8K Buy
1,233
+99
+9% +$1.66K ﹤0.01% 1644
2022
Q3 		$20K Hold
1,134
– – ﹤0.01% 1650
2022
Q2 		$20K Buy
+1,134
New +$20.6K ﹤0.01% 1650
2021
Q4 		– Sell
-8,455
Closed -$144K – 3376
2021
Q3 		$144K Hold
8,455
– – ﹤0.01% 1176
2021
Q2 		$146K Sell
8,455
-640
-7% -$11.3K ﹤0.01% 1192
2021
Q1 		$151K Buy
+9,095
New +$159K 0.01% 1103

Other funds holding OUNZ

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM

Harbour Investments's OUNZ Position: Q2 2026 in Review

Harbour Investments held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 3,718 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Harbour Investments first reported a position in OUNZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $174K in Q1 2024. 269 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Harbour Investments held 3,718 shares of VanEck Merk Gold Trust worth $143K as of Q2 2026.
  • Harbour Investments left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1789 holding.
  • Harbour Investments first reported a position in VanEck Merk Gold Trust in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's VanEck Merk Gold Trust position peaked at $174K in Q1 2024.
  • 269 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.