Plan Group Financial’s VanEck Merk Gold Trust OUNZ Stock Holding History

Plan Group Financial’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	$4.06M	Sell	105,275 -5,500	-5%	-$239K	0.84%	34
2026 Q1	$4.99M	Buy	110,775 +3,525	+3%	+$165K	1.17%	27
2025 Q4	$4.45M	Buy	107,250 +13,000	+14%	+$520K	1.15%	29
2025 Q3	$3.51M	Buy	94,250 +1,000	+1%	+$33.3K	0.94%	35
2025 Q2	$2.97M	Buy	93,250 +9,750	+12%	+$309K	0.98%	30
2025 Q1	$2.52M	Buy	+83,500	New	+$2.31M	0.9%	29

Other funds holding OUNZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Plan Group Financial's OUNZ Position: Q2 2026 in Review

Plan Group Financial reduced its VanEck Merk Gold Trust (OUNZ) stake by 5% in Q2 2026, selling an estimated $239K and leaving 105,275 shares worth $4.06M. The position accounts for 0.84% of the portfolio, ranked #34.

Plan Group Financial first reported a position in OUNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.99M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Plan Group Financial held 105,275 shares of VanEck Merk Gold Trust worth $4.06M as of Q2 2026.
Plan Group Financial sold 5,500 VanEck Merk Gold Trust shares in Q2 2026, an estimated $239K.
VanEck Merk Gold Trust made up 0.84% of Plan Group Financial's portfolio in Q2 2026, its #34 holding.
Plan Group Financial first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 6 quarters since.
Plan Group Financial's VanEck Merk Gold Trust position peaked at $4.99M in Q1 2026.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.