Creative Planning’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 | $2.87M | Sell |
63,614
-3,066
| -5% | -$144K | ﹤0.01% | 1609 |
|
|
2025
Q4 | $2.77M | Buy |
66,680
+6,276
| +10% | +$251K | ﹤0.01% | 1445 |
|
|
2025
Q3 | $2.25M | Sell |
60,404
-1,288
| -2% | -$42.9K | ﹤0.01% | 1453 |
|
|
2025
Q2 | $1.97M | Buy |
61,692
+659
| +1% | +$20.9K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $1.84M | Sell |
61,033
-1,844
| -3% | -$51K | ﹤0.01% | 1227 |
|
|
2024
Q4 | $1.59M | Buy |
62,877
+4,767
| +8% | +$122K | ﹤0.01% | 1292 |
|
|
2024
Q3 | $1.48M | Buy |
58,110
+392
| +0.7% | +$9.38K | ﹤0.01% | 1254 |
|
|
2024
Q2 | $1.3M | Buy |
57,718
+441
| +0.8% | +$9.96K | ﹤0.01% | 1236 |
|
|
2024
Q1 | $1.23M | Buy |
57,277
+768
| +1% | +$15.4K | ﹤0.01% | 1205 |
|
|
2023
Q4 | $1.13M | Sell |
56,509
-551
| -1% | -$10.5K | ﹤0.01% | 1170 |
|
|
2023
Q3 | $1.02M | Sell |
57,060
-6,759
| -11% | -$126K | ﹤0.01% | 1149 |
|
|
2023
Q2 | $1.19M | Sell |
63,819
-5,352
| -8% | -$103K | ﹤0.01% | 1051 |
|
|
2023
Q1 | $1.32M | Buy |
69,171
+12,201
| +21% | +$224K | ﹤0.01% | 945 |
|
|
2022
Q4 | $1.01M | Sell |
56,970
-6,139
| -10% | -$103K | ﹤0.01% | 1031 |
|
|
2022
Q3 | $1.02M | Sell |
63,109
-10,212
| -14% | -$171K | ﹤0.01% | 960 |
|
|
2022
Q2 | $1.28M | Hold |
73,321
| – | – | ﹤0.01% | 870 |
|
|
2022
Q1 | $1.38M | Hold |
73,321
| – | – | ﹤0.01% | 850 |
|
|
2021
Q4 | $1.3M | Sell |
73,321
-1,000
| -1% | -$17.5K | ﹤0.01% | 837 |
|
|
2021
Q3 | $1.27M | Sell |
74,321
-74,848
| -50% | -$1.3M | ﹤0.01% | 845 |
|
|
2021
Q2 | $2.57M | Buy |
+149,169
| New | +$2.64M | ﹤0.01% | 587 |
|
|
2016
Q4 | – | Sell |
-16,215
| Closed | -$212K | – | 4769 |
|
|
2016
Q3 | $212K | Buy |
16,215
+15,565
| +2,395% | +$206K | ﹤0.01% | 1375 |
|
|
2016
Q2 | $9K | Buy |
+650
| New | +$8.13K | ﹤0.01% | 3322 |
|
Other funds holding OUNZ
MCM
PWA
AOWM
