HighTower Advisors
OUNZ icon

HighTower Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

HighTower Advisors’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 		$14.1M Sell
364,791
-9,796
-3% -$425K 0.01% 783
2026
Q1 		$16.9M Buy
374,587
+1,105
+0.3% +$51.8K 0.02% 674
2025
Q4 		$15.5M Buy
373,482
+1,342
+0.4% +$53.6K 0.02% 699
2025
Q3 		$13.8M Buy
372,140
+23,560
+7% +$785K 0.02% 727
2025
Q2 		$11.1M Sell
348,580
-15,223
-4% -$482K 0.01% 758
2025
Q1 		$11M Buy
363,803
+13,072
+4% +$361K 0.01% 724
2024
Q4 		$8.87M Sell
350,731
-1,350
-0.4% -$34.7K 0.01% 801
2024
Q3 		$8.94M Buy
352,081
+6,121
+2% +$146K 0.01% 797
2024
Q2 		$7.77M Buy
345,960
+6,620
+2% +$150K 0.01% 816
2024
Q1 		$7.29M Sell
339,340
-23,235
-6% -$466K 0.01% 813
2023
Q4 		$7.24M Sell
362,575
-652
-0.2% -$12.5K 0.01% 813
2023
Q3 		$6.5M Sell
363,227
-4,260
-1% -$79.5K 0.01% 808
2023
Q2 		$6.84M Buy
367,487
+18,606
+5% +$357K 0.01% 773
2023
Q1 		$6.67M Sell
348,881
-1,027
-0.3% -$18.8K 0.01% 741
2022
Q4 		$6.19M Sell
349,908
-5,950
-2% -$99.9K 0.01% 768
2022
Q3 		$5.73M Sell
355,858
-2,833
-0.8% -$47.5K 0.02% 740
2022
Q2 		$6.29M Sell
358,691
-9,105
-2% -$166K 0.02% 721
2022
Q1 		$6.92M Buy
367,796
+22,862
+7% +$418K 0.02% 752
2021
Q4 		$6.13M Buy
344,934
+18,187
+6% +$318K 0.01% 796
2021
Q3 		$5.59M Sell
326,747
-3,195
-1% -$55.6K 0.02% 772
2021
Q2 		$5.68M Sell
329,942
-22,337
-6% -$395K 0.02% 743
2021
Q1 		$5.86M Buy
+352,279
New +$6.15M 0.02% 688
2020
Q4 		– Sell
-303,445
Closed -$5.59M – 2764
2020
Q3 		$5.59M Buy
303,445
+16,455
+6% +$307K 0.03% 520
2020
Q2 		$4.98M Buy
286,990
+21,891
+8% +$367K 0.03% 514
2020
Q1 		$4.08M Buy
265,099
+17,822
+7% +$276K 0.03% 512
2019
Q4 		$3.67M Sell
247,277
-3,387
-1% -$49.1K 0.02% 660
2019
Q3 		$3.61M Sell
250,664
-1,507
-0.6% -$21.8K 0.02% 690
2019
Q2 		$3.48M Sell
252,171
-4,295
-2% -$55.1K 0.02% 696
2019
Q1 		$3.25M Buy
256,466
+6,891
+3% +$88.2K 0.02% 663
2018
Q4 		$3.14M Sell
249,575
-1,565
-0.6% -$18.9K 0.02% 603
2018
Q3 		$2.94M Sell
251,140
-11,878
-5% -$142K 0.02% 703
2018
Q2 		$3.24M Buy
263,018
+3,439
+1% +$44.2K 0.03% 650
2018
Q1 		$3.39M Sell
259,579
-1,906
-0.7% -$25K 0.03% 610
2017
Q4 		$3.35M Buy
261,485
+1,448
+0.6% +$18.2K 0.03% 637
2017
Q3 		$3.29M Buy
260,037
+25,707
+11% +$325K 0.03% 634
2017
Q2 		$2.87M Buy
234,330
+11,766
+5% +$146K 0.03% 664
2017
Q1 		$2.74M Buy
222,564
+5,701
+3% +$68.8K 0.03% 644
2016
Q4 		$2.47M Buy
216,863
+5,914
+3% +$71.3K 0.03% 631
2016
Q3 		$2.75M Sell
210,949
-13,529
-6% -$179K 0.03% 550
2016
Q2 		$2.94M Buy
224,478
+16,370
+8% +$205K 0.04% 500
2016
Q1 		$2.54M Buy
208,108
+39,787
+24% +$468K 0.01% 624
2015
Q4 		$1.77M Buy
+168,321
New +$1.85M 0.02% 689
2015
Q3 		– Sell
-203,791
Closed -$2.38M – 1921
2015
Q2 		$2.38M Buy
203,791
+5,200
+3% +$61.8K 0.04% 491
2015
Q1 		$2.34M Buy
198,591
+61,924
+45% +$752K 0.03% 536
2014
Q4 		$1.61M Buy
136,667
+35,267
+35% +$423K 0.02% 649
2014
Q3 		$1.23M Buy
101,400
+1,310
+1% +$16.8K 0.02% 707
2014
Q2 		$1.33M Buy
+100,090
New +$1.28M 0.02% 711

Other funds holding OUNZ

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors's OUNZ Position: Q2 2026 in Review

HighTower Advisors reduced its VanEck Merk Gold Trust (OUNZ) stake by 2.6% in Q2 2026, selling an estimated $425K and leaving 364,791 shares worth $14.1M. The position accounts for 0.01% of the portfolio, ranked #783.

HighTower Advisors first reported a position in OUNZ in Q2 2014 and has held it in 47 quarters since. The position peaked at $16.9M in Q1 2026. 252 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • HighTower Advisors held 364,791 shares of VanEck Merk Gold Trust worth $14.1M as of Q2 2026.
  • HighTower Advisors sold 9,796 VanEck Merk Gold Trust shares in Q2 2026, an estimated $425K.
  • VanEck Merk Gold Trust made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #783 holding.
  • HighTower Advisors first reported a position in VanEck Merk Gold Trust in Q2 2014 and has held it in 47 quarters since.
  • HighTower Advisors's VanEck Merk Gold Trust position peaked at $16.9M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.