Gladstone Institutional Advisory LLC
Position in OUNZ — VanEck Merk Gold ETF
CIK 1766530
Bedminster, NJ
Position in OUNZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,316,677
-$602,512 QoQ
Shares Held
111,860
+2.4% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#51
of 268 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,316,677 | 111,860 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,919,189 | 109,194 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,548,655 | 109,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,303,068 | 115,705 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,947,210 | 92,418 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,677,697 | 88,842 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,773,284 | 109,616 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,189,724 | 46,858 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||