PDS Planning, Inc

Position in OUNZ — VanEck Merk Gold ETF

CIK 838618 DUBLIN, OH

Position in OUNZ

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$7,558,398

+$598,967 QoQ

Shares Held

167,778

0.0% QoQ

Ownership

0.260%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

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

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,558,398	167,778	0.0%	Shares	Sole	2026-04-22
2025-12-31	$6,959,431	167,778	0.0%	Shares	Sole	2026-01-26
2025-09-30	$6,239,663	167,778	0.0%	Shares	Sole	2025-10-21
2025-06-30	$5,350,440	167,778	0.0%	Shares	Sole	2025-07-24
2025-03-31	$5,056,828	167,778	0.0%	Shares	Sole	2025-04-24
2024-12-31	$4,244,783	167,778	0.0%	Shares	Sole	2025-02-10
2024-09-30	$4,259,883	167,778	0.0%	Shares	Sole	2024-10-30
2024-06-30	$3,768,293	167,778	0.0%	Shares	Sole	2024-08-08
2024-03-31	$3,603,871	167,778	0.0%	Shares	Sole	2024-05-01
2023-12-31	$3,348,848	167,778	0.0%	Shares	Sole	2024-02-01
2023-09-30	$3,001,548	167,778	0.0%	Shares	Sole	2023-10-23
2023-06-30	$3,120,670	167,778	0.0%	Shares	Sole	2023-07-21
2023-03-31	$3,204,559	167,778	0.0%	Shares	Sole	2023-05-02
2022-12-31	$2,967,992	167,778	0.0%	Shares	Sole	2023-01-27
2022-09-30	$2,706,259	167,778	0.0%	Shares	Sole	2022-11-02
2022-06-30	$2,941,148	167,778	0.0%	Shares	Sole	2022-07-15
2022-03-31	$3,159,259	167,778	0.0%	Shares	Sole	2022-04-18
2021-12-31	$2,983,092	167,778	-0.0%	Shares	Sole	2022-01-25
2021-09-30	$2,867,343	167,779	-0.1%	Shares	Sole	2021-10-22
2021-06-30	$2,893,097	168,008	-0.1%	Shares	Sole	2021-07-26
2021-03-31	$2,795,419	168,095	0.0%	Shares	Sole	2021-04-20
2020-12-31	$3,113,119	168,095	+17.8%	Shares	Sole	2021-01-21
2020-09-30	$2,624,767	142,728	-15.1%	Shares	Sole	2020-10-19
2020-06-30	$2,921,491	168,095	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.