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HUB Investment Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

HUB Investment Partners’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
2025
Q4 		– Sell
-12,158
Closed -$452K – 1039
2025
Q3 		$452K Buy
12,158
+1,140
+10% +$38K 0.02% 439
2025
Q2 		$351K Sell
11,018
-182
-2% -$5.76K 0.01% 472
2025
Q1 		$338K Sell
11,200
-3,198
-22% -$88.4K 0.01% 417
2024
Q4 		$364K Sell
14,398
-3,610
-20% -$92.7K 0.02% 360
2024
Q3 		$457K Sell
18,008
-715
-4% -$17.1K 0.02% 307
2024
Q2 		$421K Sell
18,723
-14,725
-44% -$333K 0.02% 312
2024
Q1 		$718K Buy
+33,448
New +$670K 0.04% 222
2023
Q2 		– Sell
-10,341
Closed -$198K – 265
2023
Q1 		$198K Buy
+10,341
New +$190K 0.04% 211
2022
Q4 		– Sell
-13,980
Closed -$225K – 157
2022
Q3 		$225K Sell
13,980
-25
-0.2% -$419 0.07% 165
2022
Q2 		$246K Sell
14,005
-677
-5% -$12.3K 0.08% 144
2022
Q1 		$276K Buy
14,682
+593
+4% +$10.8K 0.06% 150
2021
Q4 		$251K Sell
14,089
-1,077
-7% -$18.8K 0.06% 165
2021
Q3 		$259K Sell
15,166
-160
-1% -$2.79K 0.06% 183
2021
Q2 		$264K Sell
15,326
-5,327
-26% -$94.1K 0.07% 173
2021
Q1 		$343K Sell
20,653
-16,256
-44% -$284K 0.1% 151
2020
Q4 		$679K Buy
+36,909
New +$675K 0.31% 77

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HUB Investment Partners's OUNZ Position: Q4 2025 in Review

HUB Investment Partners sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2025, closing a stake of 12,158 shares — an estimated $452K sold.

HUB Investment Partners first reported a position in OUNZ in Q4 2020 and held it in 16 quarters. The position peaked at $718K in Q1 2024. 257 funds tracked by Wall St. Rank hold OUNZ as of Q4 2025.

  • HUB Investment Partners reported no remaining VanEck Merk Gold Trust position as of Q4 2025 after selling out during the quarter.
  • HUB Investment Partners sold 12,158 VanEck Merk Gold Trust shares in Q4 2025, an estimated $452K.
  • HUB Investment Partners first reported a position in VanEck Merk Gold Trust in Q4 2020 and held it in 16 quarters.
  • HUB Investment Partners's VanEck Merk Gold Trust position peaked at $718K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2025.

Based on HUB Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.