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Bucket List Wealth Management, LLC → OUNZ

Bucket List Wealth Management, LLC OUNZ Position History

VanEck Merk Gold Trust • Basic Materials

Quarters held
4
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.4M
Q1 2026$3.9M
Q2 2026$3.6M
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M96.9K——
Q2 2026$3.6M94.3K——
Q1 2026$3.9M86.4K——
Q4 2025$3.4M81.9K——

Other funds holding OUNZ

Other Bucket List Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$29M
PPT

PUTNAM ETF TRUST

$28.5M
VGES

VANGUARD INDEX FDS

$27.7M
PPT

PUTNAM ETF TRUST

$26.7M
VGES

VANGUARD INDEX FDS

$22.9M
VGES

VANGUARD INDEX FDS

$22.4M
STT-PG

SPDR SERIES TRUST

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$17.8M