Reliant Wealth Planning’s VanEck Merk Gold Trust OUNZ Stock Holding History

Reliant Wealth Planning’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	$302K	Buy	7,831 +1,439	+23%	+$62.4K	0.08%	44
2026 Q1	$288K	Hold	6,392	–	–	0.09%	40
2025 Q4	$265K	Buy	+6,392	New	+$255K	0.08%	46

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

Reliant Wealth Planning's OUNZ Position: Q2 2026 in Review

Reliant Wealth Planning increased its VanEck Merk Gold Trust (OUNZ) stake by 23% in Q2 2026, buying an estimated $62.4K and bringing the position to 7,831 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #44.

Reliant Wealth Planning first reported a position in OUNZ in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Reliant Wealth Planning held 7,831 shares of VanEck Merk Gold Trust worth $302K as of Q2 2026.
Reliant Wealth Planning bought 1,439 VanEck Merk Gold Trust shares in Q2 2026, an estimated $62.4K.
VanEck Merk Gold Trust made up 0.08% of Reliant Wealth Planning's portfolio in Q2 2026, its #44 holding.
Reliant Wealth Planning first reported a position in VanEck Merk Gold Trust in Q4 2025 and has held it in 3 quarters since.
267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.