SPAS
OUNZ icon

Spectrum Planning & Advisory Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

Spectrum Planning & Advisory Services’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 		$526K Buy
11,670
+5,155
+79% +$242K 0.26% 58
2025
Q4 		$270K Sell
6,515
-13,533
-68% -$541K 0.14% 96
2025
Q3 		$746K Buy
20,048
+544
+3% +$18.1K 0.42% 45
2025
Q2 		$622K Buy
19,504
+77
+0.4% +$2.44K 0.4% 45
2025
Q1 		$586K Hold
19,427
– – 0.49% 36
2024
Q4 		$492K Hold
19,427
– – 0.43% 36
2024
Q3 		$493K Buy
19,427
+6,526
+51% +$156K 0.47% 31
2024
Q2 		$290K Buy
+12,901
New +$291K 0.28% 41
2023
Q4 		$258K Hold
12,901
– – 0.36% 40
2023
Q3 		$231K Hold
12,901
– – 0.36% 36
2023
Q2 		$240K Hold
12,901
– – 0.36% 34
2023
Q1 		$246K Hold
12,901
– – 0.4% 31
2022
Q4 		$228K Buy
+12,901
New +$217K 0.31% 35

Other funds holding OUNZ

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MCM
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LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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