Beacon Pointe Advisors’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 | $241K | Sell |
7,559
-900
| -11% | -$28.7K | ﹤0.01% | 1109 |
|
|
2025
Q1 | $255K | Hold |
8,459
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q4 | $214K | Sell |
8,459
-375
| -4% | -$9.49K | ﹤0.01% | 1114 |
|
|
2024
Q3 | $224K | Sell |
8,834
-225
| -2% | -$5.71K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $203K | Sell |
9,059
-2,050
| -18% | -$46K | ﹤0.01% | 1175 |
|
|
2024
Q1 | $239K | Sell |
11,109
-645
| -5% | -$13.9K | ﹤0.01% | 1174 |
|
|
2023
Q4 | $235K | Sell |
11,754
-203
| -2% | -$4.05K | ﹤0.01% | 1142 |
|
|
2023
Q3 | $214K | Buy |
+11,957
| New | +$214K | ﹤0.01% | 1192 |
|