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Creative Planning OUNZ Position History

VanEck Merk Gold Trust • Basic Materials

Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.2M
Q4 2025$2.8M
Q1 2026$2.9M
Q2 2026$2.4M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M65.7K——
Q2 2026$2.4M63.3K——
Q1 2026$2.9M63.6K——
Q4 2025$2.8M66.7K——
Q3 2025$2.2M60.4K——

Other funds holding OUNZ

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning OUNZ Holdings: 13F Position History | Track13F