Number of Shares
83,500.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
0.9%
Total Estimate Gain
$391,615.00
% of Total Estimate Gain
16.96%

Plan Group Financial, LLC's VanEck Merk Gold ETF Holding Summary

As of 2025-03-31, Plan Group Financial, LLC held 83,500.00 shares of VanEck Merk Gold ETF(OUNZ), totaling $2.52 Mil. This investment constitutes 0.9% of their stock portfolio, and Plan Group Financial, LLC now holds 0.16% of the outstanding VanEck Merk Gold ETF(OUNZ) stock.

The initial trade took place in 2025Q1. And since then Plan Group Financial, LLC has made 1 purchases of OUNZ, at an average price of $27.65, for a total of 83,500.00 shares. Based on historical transaction data and OUNZ's current price of $32.34, Plan Group Financial, LLC's estimated gain on his OUNZ holdings is $391,615.00, reflecting a 16.96% gain to date.

Plan Group Financial, LLC OUNZ ($32.34) Holding Chart

Plan Group Financial, LLC OUNZ ($32.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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