PGF
OUNZ icon

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
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
VanEck Associates New York $133B AUM 72.99% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Plan Group Financial's OUNZ Position: Q1 2026 in Review

Plan Group Financial increased its VanEck Merk Gold Trust (OUNZ) stake by 3.3% in Q1 2026, buying an estimated $165K and bringing the position to 110,775 shares worth $4.99M. The position accounts for 1.17% of the portfolio, ranked #27.

Plan Group Financial first reported a position in OUNZ in Q1 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

  • Plan Group Financial held 110,775 shares of VanEck Merk Gold Trust worth $4.99M as of Q1 2026.
  • Plan Group Financial bought 3,525 VanEck Merk Gold Trust shares in Q1 2026, an estimated $165K.
  • VanEck Merk Gold Trust made up 1.17% of Plan Group Financial's portfolio in Q1 2026, its #27 holding.
  • Plan Group Financial first reported a position in VanEck Merk Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.