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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 Mar 31, 2026 · filed Apr 13, 2026
Position Value
$4,990,413
+$541,683 QoQ
Shares Held
110,775
+3.3% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 63.191153238546605.ToString("F0")% Shared 0.ToString("F0")% None 36.808846761453395.ToString("F0")%

Common Shares in OUNZ Over Time

Shares Held

Position Value (USD)

All Filings in OUNZ

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
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