Carson Wealth (CWM LLC)’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 | $336K | Buy |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $190K | Hold |
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|
2024
Q3 | $190K | Hold |
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|
2024
Q2 | $168K | Sell |
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|
2024
Q1 | $163K | Sell |
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|
2023
Q4 | $203K | Hold |
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|
2023
Q3 | $182K | Buy |
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|
2023
Q2 | $164K | Sell |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $359K | Hold |
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|
2020
Q3 | $359K | Hold |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $359K | Hold |
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|
2019
Q4 | $359K | Hold |
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|
2019
Q3 | $359K | Hold |
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|
2019
Q2 | $359K | Hold |
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|
2019
Q1 | $359K | Buy |
|