Chicago Partners Investment Group’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
2026 Q1	$527K	Sell	11,549 -765	-6%	-$35.9K	0.01%	858
2025 Q4	$590K	Sell	12,314 -809	-6%	-$32.3K	0.01%	681
2025 Q3	$500K	Buy	13,123 +548	+4%	+$18.3K	0.01%	700
2025 Q2	$411K	Hold	12,575	–	–	0.01%	685
2025 Q1	$409K	Buy	12,575 +1,716	+16%	+$47.4K	0.01%	584
2024 Q4	$279K	Hold	10,859	–	–	0.01%	682
2024 Q3	$285K	Hold	10,859	–	–	0.01%	636
2024 Q2	$252K	Buy	10,859 +626	+6%	+$14.1K	0.01%	646
2024 Q1	$230K	Hold	10,233	–	–	0.01%	655
2023 Q4	$199K	Hold	10,233	–	–	0.01%	662
2023 Q3	$195K	Hold	10,233	–	–	0.01%	617
2023 Q2	$192K	Hold	10,233	–	–	0.01%	643
2023 Q1	$197K	Hold	10,233	–	–	0.01%	621
2022 Q4	$186K	Buy	+10,233	New	+$172K	0.01%	598