HWM
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HB Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

HB Wealth Management’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 		$1.63M Hold
42,332
– – 0.01% 536
2026
Q1 		$1.91M Buy
42,332
+2,866
+7% +$134K 0.01% 442
2025
Q4 		$1.64M Buy
39,466
+13,869
+54% +$554K 0.01% 457
2025
Q3 		$952K Buy
25,597
+1,180
+5% +$39.3K 0.01% 622
2025
Q2 		$779K Buy
24,417
+1,571
+7% +$49.8K 0.01% 606
2025
Q1 		$689K Buy
+22,846
New +$632K 0.01% 664

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 22.96% 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

HB Wealth Management's OUNZ Position: Q2 2026 in Review

HB Wealth Management held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2026 at 42,332 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #536.

HB Wealth Management first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • HB Wealth Management held 42,332 shares of VanEck Merk Gold Trust worth $1.63M as of Q2 2026.
  • HB Wealth Management left its VanEck Merk Gold Trust share count unchanged in Q2 2026.
  • VanEck Merk Gold Trust made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #536 holding.
  • HB Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's VanEck Merk Gold Trust position peaked at $1.91M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.