MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV OUNZ β€” VANECK MERK GOLD ETF

Ownership history in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV  Β·  2 quarters on record

AI Ownership Summary

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported VANECK MERK GOLD ETF (OUNZ) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 5.16% in 2026 Q1. The latest visible filing shows OUNZ at 5.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OUNZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's position in VANECK MERK GOLD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OUNZ was reported at 5.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV held OUNZ β€” position size vs. price
% of Fund (quarterly)    OUNZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 131,271 -1,452 -1.1% 5.16% $5.9M 2026-05-01 $44.31
2025 Q4 INITIATED β€” β€” β€” 132,723 β€” β€” 4.50% $5.5M 2026-01-22 $47.31

🏒 Other funds also holding OUNZ

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.0%

FAQ About MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV and OUNZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported owning OUNZ?

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported OUNZ across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported OUNZ position in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for OUNZ was 5.16% in 2026 Q1.

What is the latest reported OUNZ position on this page?

The most recent filing on this page is 2026 Q1, when MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported 131,271 shares, equal to 5.16% of portfolio, with an estimated market value of $5.9M.

What does the chart on this OUNZ ownership page compare?

The chart compares MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's quarterly OUNZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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