Abacus Planning Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Abacus Planning Group’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 Q1	$577K	Hold	12,818	–	–	0.08%	123
2025 Q4	$532K	Buy	12,818 +5,544	+76%	+$222K	0.07%	129
2025 Q3	$271K	Buy	+7,274	New	+$243K	0.04%	205

Other funds holding OUNZ

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Abacus Planning Group's OUNZ Position: Q1 2026 in Review

Abacus Planning Group held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2026 at 12,818 shares worth $577K. The position accounts for 0.08% of the portfolio, ranked #123.

Abacus Planning Group first reported a position in OUNZ in Q3 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Abacus Planning Group held 12,818 shares of VanEck Merk Gold Trust worth $577K as of Q1 2026.
Abacus Planning Group left its VanEck Merk Gold Trust share count unchanged in Q1 2026.
VanEck Merk Gold Trust made up 0.08% of Abacus Planning Group's portfolio in Q1 2026, its #123 holding.
Abacus Planning Group first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 3 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Abacus Planning Group's 13F filing for Q1 2026, filed 8 Apr 2026.