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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
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 $133B AUM 72.99% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments's OUNZ Position: Q1 2026 in Review

Harbour Investments increased its VanEck Merk Gold Trust (OUNZ) stake by 0.41% in Q1 2026, buying an estimated $703 and bringing the position to 3,718 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Harbour Investments first reported a position in OUNZ in Q1 2021 and has held it in 19 quarters since. The position peaked at $174K in Q1 2024. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Harbour Investments held 3,718 shares of VanEck Merk Gold Trust worth $167K as of Q1 2026.
  • Harbour Investments bought 15 VanEck Merk Gold Trust shares in Q1 2026, an estimated $703.
  • VanEck Merk Gold Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1627 holding.
  • Harbour Investments first reported a position in VanEck Merk Gold Trust in Q1 2021 and has held it in 19 quarters since.
  • Harbour Investments's VanEck Merk Gold Trust position peaked at $174K in Q1 2024.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.