Creative Planning’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 | $1.97M | Buy |
61,692
+659
| +1% | +$21K | ﹤0.01% | 1320 |
|
|
2025
Q1 | $1.84M | Sell |
61,033
-1,844
| -3% | -$55.6K | ﹤0.01% | 1224 |
|
|
2024
Q4 | $1.59M | Buy |
62,877
+4,767
| +8% | +$121K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $1.48M | Buy |
58,110
+392
| +0.7% | +$9.95K | ﹤0.01% | 1254 |
|
|
2024
Q2 | $1.3M | Buy |
57,718
+441
| +0.8% | +$9.91K | ﹤0.01% | 1232 |
|
|
2024
Q1 | $1.23M | Buy |
57,277
+768
| +1% | +$16.5K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $1.13M | Sell |
56,509
-551
| -1% | -$11K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $1.02M | Sell |
57,060
-6,759
| -11% | -$121K | ﹤0.01% | 1146 |
|
|
2023
Q2 | $1.19M | Sell |
63,819
-5,352
| -8% | -$99.5K | ﹤0.01% | 1047 |
|
|
2023
Q1 | $1.32M | Buy |
69,171
+12,201
| +21% | +$233K | ﹤0.01% | 942 |
|
|
2022
Q4 | $1.01M | Sell |
56,970
-6,139
| -10% | -$109K | ﹤0.01% | 1029 |
|
|
2022
Q3 | $1.02M | Sell |
63,109
-10,212
| -14% | -$165K | ﹤0.01% | 956 |
|
|
2022
Q2 | $1.29M | Hold |
73,321
| – | – | ﹤0.01% | 867 |
|
|
2022
Q1 | $1.38M | Hold |
73,321
| – | – | ﹤0.01% | 850 |
|
|
2021
Q4 | $1.3M | Sell |
73,321
-1,000
| -1% | -$17.8K | ﹤0.01% | 837 |
|
|
2021
Q3 | $1.27M | Sell |
74,321
-74,848
| -50% | -$1.28M | ﹤0.01% | 845 |
|
|
2021
Q2 | $2.57M | Buy |
+149,169
| New | +$2.57M | ﹤0.01% | 587 |
|
|
2016
Q4 | – | Sell |
-16,215
| Closed | -$212K | – | 4547 |
|
|
2016
Q3 | $212K | Buy |
16,215
+15,565
| +2,395% | +$204K | ﹤0.01% | 1369 |
|
|
2016
Q2 | $9K | Buy |
+650
| New | +$9K | ﹤0.01% | 3271 |
|