Foundations Investment Advisors, LLC
EndowmentPosition in OUNZ — VanEck Merk Gold ETF
CIK 1743404
PHOENIX, AZ
Position in OUNZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,225,154
+$192,966 QoQ
Shares Held
49,393
+0.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OUNZ Over Time
Shares Held
Position Value (USD)
All Filings in OUNZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,225,154 | 49,393 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,032,188 | 48,992 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,702,892 | 45,789 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,213,286 | 38,046 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,018,671 | 33,798 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $812,205 | 32,103 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $674,612 | 26,570 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $317,090 | 14,118 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||