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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Wealth Enhancement Advisory Services

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Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return