Tower Wealth Partners, Inc.

Position in OUNZ — VanEck Merk Gold ETF

CIK 1852808 LEWISBURG, PA

Position in OUNZ

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,187,042

+$158,256 QoQ

Shares Held

48,547

-0.7% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

5.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

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

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,187,042	48,547	-0.7%	Shares	Sole	2026-05-08
2025-12-31	$2,028,786	48,910	-4.1%	Shares	Sole	2026-01-16
2025-09-30	$1,896,057	50,983	+6.0%	Shares	Sole	2025-11-07
2025-06-30	$1,534,355	48,114	-5.4%	Shares	Sole	2025-07-28
2025-03-31	$1,532,468	50,845	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$1,284,936	50,788	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$1,286,739	50,679	+1.0%	Shares	Sole	2024-10-29
2024-06-30	$1,127,132	50,184	-7.9%	Shares	Sole	2024-08-09
2024-03-31	$1,170,101	54,474	+1.8%	Shares	Sole	2024-04-18
2023-12-31	$1,068,039	53,509	-4.1%	Shares	Sole	2024-01-22
2023-09-30	$998,387	55,807	-2.2%	Shares	Sole	2023-10-25
2023-06-30	$1,061,781	57,085	-1.4%	Shares	Sole	2023-07-31
2023-03-31	$1,106,252	57,919	-0.2%	Shares	Sole	2023-05-04
2022-12-31	$1,027,028	58,057	+0.6%	Shares	Sole	2023-01-31
2022-09-30	$931,265	57,735	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,013,146	57,795	-5.7%	Shares	Sole	2022-08-15
2022-03-31	$1,153,506	61,259	-0.7%	Shares	Sole	2022-04-15
2021-12-31	$1,097,257	61,713	+0.2%	Shares	Sole	2022-02-11
2021-09-30	$1,052,761	61,601	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$1,044,995	60,685	-1.8%	Shares	Sole	2021-08-12
2021-03-31	$1,028,066	61,820	+6.7%	Shares	Sole	2021-05-17
2020-12-31	$1,072,604	57,916	—	Shares	Sole	2021-04-09
No filing history on record for this holder in this stock.