EP Wealth Advisors’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 | $2.03M | Buy |
63,579
+988
| +2% | +$31.5K | 0.01% | 413 |
|
|
2025
Q1 | $1.89M | Buy |
62,591
+291
| +0.5% | +$8.77K | 0.02% | 379 |
|
|
2024
Q4 | $1.58M | Hold |
62,300
| – | – | 0.01% | 396 |
|
|
2024
Q3 | $1.58M | Hold |
62,300
| – | – | 0.01% | 403 |
|
|
2024
Q2 | $1.4M | Hold |
62,300
| – | – | 0.01% | 334 |
|
|
2024
Q1 | $1.34M | Hold |
62,300
| – | – | 0.02% | 330 |
|
|
2023
Q4 | $1.24M | Buy |
62,300
+42,000
| +207% | +$838K | 0.02% | 336 |
|
|
2023
Q3 | $363K | Buy |
+20,300
| New | +$363K | 0.01% | 521 |
|