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Forum Financial Management, LP → OUNZ

Forum Financial Management, LP OUNZ Position History

VanEck Merk Gold Trust • Basic Materials

Quarters held
5
Latest value
$6.4M
Q3 2026
Peak value
$7.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6M
Q4 2025$6.6M
Q1 2026$7.2M
Q2 2026$6.2M
Q3 2026$6.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.4M160.1K——
Q2 2026$6.2M160.1K——
Q1 2026$7.2M160.1K——
Q4 2025$6.6M160.1K——
Q3 2025$6M160.1K——

Other funds holding OUNZ

Other Forum Financial Management, LP positions

ETHA

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ETHA

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$852.9M
ETHA

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$786.7M
ETHA

ISHARES TR

$751.1M
NEE-PS

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$206.2M
NEE-PS

DIMENSIONAL ETF TRUST

$205.8M
NEE-PS

DIMENSIONAL ETF TRUST

$191.9M