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LYELL WEALTH MANAGEMENT, LP → OUNZ
LYELL WEALTH MANAGEMENT, LP OUNZ Position History
VanEck Merk Gold Trust • Basic Materials
Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q4 2025 | $2.6M |
| Q1 2026 | $3.8M |
| Q2 2026 | $2.3M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 85.1K | — | — |
| Q2 2026 | $2.3M | 59.3K | — | — |
| Q1 2026 | $3.8M | 83.2K | — | — |
| Q4 2025 | $2.6M | 61.8K | — | — |
| Q3 2025 | $2.8M | 76.5K | — | — |