HBW Advisory Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

HBW Advisory Services’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	$1.66M	Buy	43,120 +1,675	+4%	+$72.7K	0.15%	140
2026 Q1	$1.87M	Sell	41,445 -14,171	-25%	-$664K	0.2%	120
2025 Q4	$2.31M	Buy	55,616 +4,581	+9%	+$183K	0.25%	95
2025 Q3	$1.9M	Buy	51,035 +3,557	+7%	+$119K	0.21%	115
2025 Q2	$1.51M	Buy	47,478 +7,738	+19%	+$245K	0.19%	126
2025 Q1	$1.2M	Buy	39,740 +20,708	+109%	+$573K	0.17%	122
2024 Q4	$482K	Buy	+19,032	New	+$489K	0.05%	209

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

HBW Advisory Services's OUNZ Position: Q2 2026 in Review

HBW Advisory Services increased its VanEck Merk Gold Trust (OUNZ) stake by 4% in Q2 2026, buying an estimated $72.7K and bringing the position to 43,120 shares worth $1.66M. The position accounts for 0.15% of the portfolio, ranked #140.

HBW Advisory Services first reported a position in OUNZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2025. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

HBW Advisory Services held 43,120 shares of VanEck Merk Gold Trust worth $1.66M as of Q2 2026.
HBW Advisory Services bought 1,675 VanEck Merk Gold Trust shares in Q2 2026, an estimated $72.7K.
VanEck Merk Gold Trust made up 0.15% of HBW Advisory Services's portfolio in Q2 2026, its #140 holding.
HBW Advisory Services first reported a position in VanEck Merk Gold Trust in Q4 2024 and has held it in 7 quarters since.
HBW Advisory Services's VanEck Merk Gold Trust position peaked at $2.31M in Q4 2025.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.