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Modern Wealth Management, LLC

Position in OUNZ — VanEck Merk Gold ETF

CIK 2001900 KANSAS CITY, MO

Position in OUNZ

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$40,029,019
+$15,540,516 QoQ
Shares Held
1,037,290
+90.8% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#7
of 268 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 28% Shared 0% None 72%

Common Shares in OUNZ Over Time

Shares Held

Position Value (USD)

All Filings in OUNZ

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,029,019 1,037,290
2026-03-31 $24,488,503 543,585
2025-12-31 $23,583,410 568,549
2025-09-30 $23,273,352 625,796
2025-06-30 $19,213,118 602,481
2025-03-31 $18,971,773 629,455
2024-12-31 $15,896,015 628,301
2024-09-30 $11,385,079 448,408
2024-06-30 $9,594,349 427,175
2024-03-31 $9,579,756 445,985
2023-12-31 $7,517,733 376,640