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Plan Group Financial, LLC → OUNZ
Plan Group Financial, LLC OUNZ Position History
VanEck Merk Gold Trust • Basic Materials
Quarters held
5
Latest value
$4.5M
Q3 2026
Peak value
$5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q4 2025 | $4.4M |
| Q1 2026 | $5M |
| Q2 2026 | $4.1M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 114.2K | — | — |
| Q2 2026 | $4.1M | 105.3K | — | — |
| Q1 2026 | $5M | 110.8K | — | — |
| Q4 2025 | $4.4M | 107.3K | — | — |
| Q3 2025 | $3.5M | 94.3K | — | — |