PDS Planning, Inc

SEC CIK: 0000838618
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

OUNZ holding history

VanEck Merk Gold ETF in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OUNZ overview All 13F holders of OUNZ Full Q2 2026 holdings

Shares (Q2 2026): 167,778
Value: $6.47M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of OUNZ by PDS Planning, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	167,778	$6.47M	0.4%	00.0%	Unchanged	Holders
Q1 2026	167,778	$7.56M	0.5%	00.0%	Unchanged	Holders
Q4 2025	167,778	$6.96M	0.5%	00.0%	Unchanged	Holders
Q3 2025	167,778	$6.24M	0.4%	00.0%	Unchanged	Holders
Q2 2025	167,778	$5.35M	0.4%	00.0%	Unchanged	Holders
Q1 2025	167,778	$5.06M	0.4%	00.0%	Unchanged	Holders
Q4 2024	167,778	$4.24M	0.4%	00.0%	Unchanged	Holders
Q3 2024	167,778	$4.26M	0.4%	00.0%	Unchanged	Holders
Q2 2024	167,778	$3.77M	0.4%	00.0%	Unchanged	Holders
Q1 2024	167,778	$3.60M	0.4%	00.0%	Unchanged	Holders
Q4 2023	167,778	$3.35M	0.4%	00.0%	Unchanged	Holders
Q3 2023	167,778	$3.00M	0.4%	00.0%	Unchanged	Holders
Q2 2023	167,778	$3.12M	0.4%	00.0%	Unchanged	Holders
Q1 2023	167,778	$3.20M	0.4%	00.0%	Unchanged	Holders
Q4 2022	167,778	$2.97M	0.5%	00.0%	Unchanged	Holders
Q3 2022	167,778	$2.71M	0.5%	00.0%	Unchanged	Holders
Q2 2022	167,778	$2.94M	0.5%	00.0%	Unchanged	Holders
Q1 2022	167,778	$3.16M	0.6%	00.0%	Unchanged	Holders
Q4 2021	167,778	$2.98M	0.6%	−10.0%	Reduced	Holders
Q3 2021	167,779	$2.87M	0.7%	−229−0.1%	Reduced	Holders
Q2 2021	168,008	$2.89M	0.7%	−87−0.1%	Reduced	Holders
Q1 2021	168,095	$2.79M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.