Bartlett & Co 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
Q3 | $279K | Hold |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $190K | Hold |
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|
2024
Q3 | $190K | Hold |
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|
2024
Q2 | $168K | Hold |
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|
2024
Q1 | $161K | Hold |
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|
2023
Q4 | $150K | Hold |
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|
2023
Q3 | $134K | Hold |
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|
2023
Q2 | $140K | Hold |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $133K | Hold |
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|
2022
Q3 | $121K | Hold |
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|
2022
Q2 | $131K | Hold |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $95.7K | Hold |
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|
2021
Q2 | $96.4K | Hold |
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|
2021
Q1 | $93.1K | Hold |
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|
2020
Q4 | $104K | Hold |
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|
2020
Q3 | $103K | Hold |
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|
2020
Q2 | $97.3K | Hold |
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|
2020
Q1 | $86.2K | Hold |
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|
2019
Q4 | $83.2K | Hold |
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|
2019
Q3 | $80.8K | Buy |
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