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EP Wealth Advisors, LLC

Position in OUNZ — VanEck Merk Gold ETF

CIK 1540569 TORRANCE, CA

Position in OUNZ

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,453,706
-$410,753 QoQ
Shares Held
63,584
0.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#67
of 268 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OUNZ Over Time

Shares Held

Position Value (USD)

All Filings in OUNZ

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,453,706 63,584
2026-03-31 $2,864,459 63,584
2025-12-31 $2,637,464 63,584
2025-06-30 $2,027,534 63,579
2025-03-31 $1,886,492 62,591
2024-12-31 $1,576,190 62,300
2024-09-30 $1,581,797 62,300
2024-06-30 $1,399,258 62,300
2024-03-31 $1,338,204 62,300
2023-12-31 $1,243,508 62,300
2023-09-30 $363,167 20,300