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Plan Group Financial, LLC

Position in OUNZ — VanEck Merk Gold ETF

CIK 1940033 OKLAHOMA CITY, OK

Position in OUNZ

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$4,062,562
-$927,851 QoQ
Shares Held
105,275
-5.0% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#52
of 268 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 66% Shared 0% None 34%

Common Shares in OUNZ Over Time

Shares Held

Position Value (USD)

All Filings in OUNZ

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,062,562 105,275
2026-03-31 $4,990,413 110,775
2025-12-31 $4,448,730 107,250
2025-09-30 $3,505,157 94,250
2025-06-30 $2,973,742 93,250
2025-03-31 $2,516,690 83,500