Abacus Planning Group
OUNZ icon

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
Q3 		$395K Sell
9,905
-6,423
-39% -$263K 0.05% 173
2026
Q2 		$630K Buy
16,328
+3,510
+27% +$152K 0.08% 124
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

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Asset One Wealth Management
Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return
Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Solstein Capital
Solstein Capital Menlo Park, California $284M AUM 20.47% 1-Year Est. Return

Abacus Planning Group's OUNZ Position: Q3 2026 in Review

Abacus Planning Group reduced its VanEck Merk Gold Trust (OUNZ) stake by 39% in Q3 2026, selling an estimated $263K and leaving 9,905 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #173.

Abacus Planning Group first reported a position in OUNZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $630K in Q2 2026. 180 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

  • Abacus Planning Group held 9,905 shares of VanEck Merk Gold Trust worth $395K as of Q3 2026.
  • Abacus Planning Group sold 6,423 VanEck Merk Gold Trust shares in Q3 2026, an estimated $263K.
  • VanEck Merk Gold Trust made up 0.05% of Abacus Planning Group's portfolio in Q3 2026, its #173 holding.
  • Abacus Planning Group first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • Abacus Planning Group's VanEck Merk Gold Trust position peaked at $630K in Q2 2026.
  • 180 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Abacus Planning Group's 13F filing for Q3 2026, filed 2 Nov 2026.