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Forum Financial Management, LP

Position in OUNZ — VanEck Merk Gold ETF

CIK 1911832 LOMBARD, IL

Position in OUNZ

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$7,213,541
+$571,639 QoQ
Shares Held
160,123
0.0% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,213,541 160,123
2025-12-31 $6,641,902 160,123
2025-09-30 $5,954,974 160,123
2025-06-30 $5,106,322 160,123
2025-03-31 $4,826,107 160,123
2024-12-31 $4,051,111 160,123
2024-09-30 $4,065,522 160,123
2024-06-30 $3,596,362 160,123
2024-03-31 $3,439,442 160,123
2023-12-31 $3,196,055 160,123
2023-09-30 $2,864,600 160,123
2023-06-30 $2,978,287 160,123
2023-03-31 $3,058,349 160,123
2022-12-31 $2,832,575 160,123
2022-09-30 $2,582,783 160,123
2022-06-30 $2,845,522 162,323
2022-03-31 $3,056,542 162,323
2021-12-31 $2,886,102 162,323