Atria Wealth Solutions’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 | – | Sell |
-20,950
| Closed | -$631K | – | 1767 |
|
|
2025
Q1 | $631K | Buy |
+20,950
| New | +$631K | 0.01% | 1077 |
|
|
2022
Q4 | – | Sell |
-61,812
| Closed | -$997K | – | 1854 |
|
|
2022
Q3 | $997K | Sell |
61,812
-781
| -1% | -$12.6K | 0.02% | 709 |
|
|
2022
Q2 | $1.1M | Sell |
62,593
-2,860
| -4% | -$50.1K | 0.02% | 636 |
|
|
2022
Q1 | $1.23M | Buy |
+65,453
| New | +$1.23M | 0.02% | 642 |
|