APG
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
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

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

Abacus Planning Group's OUNZ Position: Q2 2026 in Review

Abacus Planning Group increased its VanEck Merk Gold Trust (OUNZ) stake by 27% in Q2 2026, buying an estimated $152K and bringing the position to 16,328 shares worth $630K. The position accounts for 0.08% of the portfolio, ranked #124.

Abacus Planning Group first reported a position in OUNZ in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Abacus Planning Group held 16,328 shares of VanEck Merk Gold Trust worth $630K as of Q2 2026.
  • Abacus Planning Group bought 3,510 VanEck Merk Gold Trust shares in Q2 2026, an estimated $152K.
  • VanEck Merk Gold Trust made up 0.08% of Abacus Planning Group's portfolio in Q2 2026, its #124 holding.
  • Abacus Planning Group first reported a position in VanEck Merk Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.