Accordant Advisory Group’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Buy |
288,706
+12,908
| +5% | +$412K | 6.86% | 3 |
|
|
2025
Q1 | $8.31M | Buy |
275,798
+50,081
| +22% | +$1.51M | 8.13% | 3 |
|
|
2024
Q4 | $5.71M | Buy |
225,717
+10,044
| +5% | +$254K | 5.51% | 5 |
|
|
2024
Q3 | $5.48M | Buy |
215,673
+10,256
| +5% | +$260K | 4.36% | 6 |
|
|
2024
Q2 | $4.61M | Sell |
205,417
-2,068
| -1% | -$46.4K | 4.37% | 6 |
|
|
2024
Q1 | $4.46M | Buy |
+207,485
| New | +$4.46M | 3.33% | 6 |
|