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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.25M | Sell |
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|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.38M | Hold |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.27M | Sell |
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|
2021
Q2 | $2.57M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $212K | Buy |
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|
2016
Q2 | $9K | Buy |
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