Creative Planning

Position in OUNZ — VanEck Merk Gold ETF

CIK 1540235 OVERLAND PARK, KS

Position in OUNZ

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,865,810

+$99,924 QoQ

Shares Held

63,614

-4.6% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,865,810	63,614	-4.6%	Shares	Sole	2026-05-12
2025-12-31	$2,765,886	66,680	+10.4%	Shares	Sole	2026-02-17
2025-09-30	$2,246,424	60,404	-2.1%	Shares	Sole	2025-11-14
2025-06-30	$1,967,357	61,692	+1.1%	Shares	Sole	2025-08-08
2025-03-31	$1,839,534	61,033	-2.9%	Shares	Sole	2025-05-15
2024-12-31	$1,590,788	62,877	+8.2%	Shares	Sole	2025-02-14
2024-09-30	$1,475,412	58,110	+0.7%	Shares	Sole	2024-10-11
2024-06-30	$1,296,346	57,718	+0.8%	Shares	Sole	2024-08-15
2024-03-31	$1,230,309	57,277	+1.4%	Shares	Sole	2024-05-13
2023-12-31	$1,127,919	56,509	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$1,020,803	57,060	-10.6%	Shares	Sole	2023-11-16
2023-06-30	$1,187,033	63,819	-7.7%	Shares	Sole	2023-07-21
2023-03-31	$1,321,166	69,171	+21.4%	Shares	Sole	2023-05-15
2022-12-31	$1,007,799	56,970	-9.7%	Shares	Sole	2023-02-10
2022-09-30	$1,017,948	63,109	-13.9%	Shares	Sole	2022-11-03
2022-06-30	$1,285,317	73,321	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,380,634	73,321	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,303,647	73,321	-1.3%	Shares	Sole	2022-02-11
2021-09-30	$1,270,145	74,321	-50.2%	Shares	Sole	2021-11-10
2021-06-30	$2,568,689	149,169	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.