MASM
OUNZ icon

MH & Associates Securities Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

MH & Associates Securities 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 		$5.34M Buy
138,375
+7,104
+5% +$308K 4.79% 1
2026
Q1 		$5.91M Sell
131,271
-1,452
-1% -$68.1K 5.16% 1
2025
Q4 		$5.51M Buy
+132,723
New +$5.3M 4.5% 1

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

MH & Associates Securities Management's OUNZ Position: Q2 2026 in Review

MH & Associates Securities Management increased its VanEck Merk Gold Trust (OUNZ) stake by 5.4% in Q2 2026, buying an estimated $308K and bringing the position to 138,375 shares worth $5.34M. The position accounts for 4.79% of the portfolio, ranked #1.

MH & Associates Securities Management first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.91M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • MH & Associates Securities Management held 138,375 shares of VanEck Merk Gold Trust worth $5.34M as of Q2 2026.
  • MH & Associates Securities Management bought 7,104 VanEck Merk Gold Trust shares in Q2 2026, an estimated $308K.
  • VanEck Merk Gold Trust made up 4.79% of MH & Associates Securities Management's portfolio in Q2 2026, its #1 holding.
  • MH & Associates Securities Management first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • MH & Associates Securities Management's VanEck Merk Gold Trust position peaked at $5.91M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.