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HB Wealth Management, LLC → OUNZ

HB Wealth Management, LLC OUNZ Position History

VanEck Merk Gold Trust • Basic Materials

Quarters held
4
Latest value
$1.8M
Q3 2026
Peak value
$1.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$1.9M
Q2 2026$1.6M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M46.3K——
Q2 2026$1.6M42.3K——
Q1 2026$1.9M42.3K——
Q4 2025$1.6M39.5K——

Other funds holding OUNZ

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B