AE Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$338K Buy
2024
Q1
Sell
2023
Q4
$444K Sell
2023
Q3
$1.56M Sell
2023
Q2
$1.63M Buy
2023
Q1
$1.6M Buy
2021
Q1
Sell
2020
Q4
$1.73M Sell
2020
Q3
$1.98M Buy