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 Q3	$4.52M	Buy	114,225 +8,950	+9%	+$367K	0.89%	34
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

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Plan Group Financial's OUNZ Position: Q3 2026 in Review

Plan Group Financial increased its VanEck Merk Gold Trust (OUNZ) stake by 8.5% in Q3 2026, buying an estimated $367K and bringing the position to 114,225 shares worth $4.52M. The position accounts for 0.89% of the portfolio, ranked #34.

Plan Group Financial first reported a position in OUNZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.99M in Q1 2026. 83 funds tracked by Wall St. Rank hold OUNZ as of Q3 2026.

Plan Group Financial held 114,225 shares of VanEck Merk Gold Trust worth $4.52M as of Q3 2026.
Plan Group Financial bought 8,950 VanEck Merk Gold Trust shares in Q3 2026, an estimated $367K.
VanEck Merk Gold Trust made up 0.89% of Plan Group Financial's portfolio in Q3 2026, its #34 holding.
Plan Group Financial first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 7 quarters since.
Plan Group Financial's VanEck Merk Gold Trust position peaked at $4.99M in Q1 2026.
83 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.