Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

OUNZ holding history

VanEck Merk Gold ETF in every 13F filed by Simplicity Wealth,LLC, 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): 95,925
Value: $3.70M
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of OUNZ by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	95,925	$3.70M	0.1%	−255−0.3%	Reduced	Holders
Q1 2026	96,180	$4.33M	0.2%	−9,016−8.6%	Reduced	Holders
Q4 2025	105,196	$4.36M	0.3%	+2,247+2.2%	Added	Holders
Q3 2025	102,949	$3.83M	0.2%	+102,949	New	Holders