Sigma Planning Corp

Position in OUNZ — VanEck Merk Gold ETF

CIK 1449126 ANN ARBOR, MI

Position in OUNZ

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,997,572

-$606,678 QoQ

Shares Held

51,764

-10.5% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#80

of 268 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,997,572	51,764	-10.5%	Shares	Sole	2026-08-07
2026-03-31	$2,604,250	57,808	+19.0%	Shares	Sole	2026-05-04
2025-12-31	$2,015,471	48,589	-9.9%	Shares	Sole	2026-01-30
2025-09-30	$2,005,136	53,916	-21.2%	Shares	Sole	2025-11-10
2025-06-30	$2,181,307	68,401	+26.4%	Shares	Sole	2025-08-05
2025-03-31	$1,631,659	54,136	+24.4%	Shares	Sole	2025-05-02
2024-12-31	$1,100,651	43,504	-2.5%	Shares	Sole	2025-02-03
2024-09-30	$1,132,470	44,603	+1.2%	Shares	Sole	2024-11-04
2024-06-30	$990,351	44,094	-4.2%	Shares	Sole	2024-08-06
2024-03-31	$989,132	46,049	+161.2%	Shares	Sole	2024-05-02
2023-12-31	$351,914	17,631	-67.6%	Shares	Sole	2024-02-01
2023-09-30	$974,557	54,475	-17.1%	Shares	Sole	2023-11-06
2023-06-30	$1,221,703	65,683	-20.1%	Shares	Sole	2023-08-02
2023-03-31	$1,570,745	82,238	-20.5%	Shares	Sole	2023-05-08
2022-12-31	$1,829,269	103,407	-2.3%	Shares	Sole	2023-01-24
2022-09-30	$1,707,844	105,880	-55.8%	Shares	Sole	2022-11-10
2022-06-30	$4,203,133	239,768	+40.6%	Shares	Sole	2022-08-11
2022-03-31	$3,211,927	170,575	+372.1%	Shares	Sole	2022-04-20
2021-12-31	$642,409	36,131	-44.2%	Shares	Sole	2022-02-02
2021-09-30	$1,106,013	64,717	+2.1%	Shares	Sole	2021-10-28
2021-06-30	$1,091,007	63,357	+9.6%	Shares	Sole	2021-08-13
2021-03-31	$961,031	57,789	-42.4%	Shares	Sole	2021-05-06
2020-12-31	$1,858,241	100,337	+107.2%	Shares	Sole	2021-02-09
2020-09-30	$890,388	48,417	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.