Chicago Partners Investment Group’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 | $411K | Hold |
12,575
| – | – | 0.01% | 685 |
|
|
2025
Q1 | $409K | Buy |
12,575
+1,716
| +16% | +$55.8K | 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% | +$14.5K | 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 | +$186K | 0.01% | 598 |
|