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Dogwood Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Dogwood Wealth Management’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10M Buy
259,990
+29,911
+13% +$1.3M 3.96% 6
2026
Q1 		$10.4M Sell
230,079
-3,212
-1% -$151K 4.5% 5
2025
Q4 		$9.68M Sell
233,291
-1,577
-0.7% -$63K 4.26% 5
2025
Q3 		$8.73M Buy
234,868
+17,915
+8% +$597K 3.97% 6
2025
Q2 		$6.91M Buy
216,953
+23,789
+12% +$753K 3.37% 8
2025
Q1 		$5.82M Sell
193,164
-6,345
-3% -$175K 3.06% 9
2024
Q4 		$5.05M Buy
199,509
+20,395
+11% +$524K 2.67% 13
2024
Q3 		$4.55M Buy
179,114
+3,272
+2% +$78.3K 2.62% 13
2024
Q2 		$3.95M Buy
175,842
+12,477
+8% +$282K 2.43% 14
2024
Q1 		$3.51M Buy
163,365
+18,673
+13% +$374K 2.37% 15
2023
Q4 		$2.89M Buy
+144,692
New +$2.77M 2.26% 15

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