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SFG Wealth Management, LLC. → OUNZ
SFG Wealth Management, LLC. OUNZ Position History
VanEck Merk Gold Trust • Basic Materials
Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$11.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $7.5M |
| Q1 2026 | $11.4M |
| Q2 2026 | $6M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 140.0K | — | — |
| Q2 2026 | $6M | 155.9K | — | — |
| Q1 2026 | $11.4M | 252.7K | — | — |
| Q4 2025 | $7.5M | 179.8K | — | — |
| Q3 2025 | $5.7M | 152.1K | — | — |