EverSource Wealth Advisors’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	$466K	Hold	10,355	–	–	0.01%	634
2025 Q4	$430K	Hold	10,355	–	–	0.02%	591
2025 Q3	$385K	Hold	10,355	–	–	0.02%	606
2025 Q2	$330K	Hold	10,355	–	–	0.01%	629
2025 Q1	$312K	Hold	10,355	–	–	0.02%	514
2024 Q4	$262K	Hold	10,355	–	–	0.01%	546
2024 Q3	$263K	Sell	10,355 -334	-3%	-$7.99K	0.02%	484
2024 Q2	$253K	Hold	10,689	–	–	0.02%	482
2024 Q1	$237K	Hold	10,689	–	–	0.02%	440
2023 Q4	$213K	Hold	10,689	–	–	0.02%	420
2023 Q3	$191K	Hold	10,689	–	–	0.02%	407
2023 Q2	$199K	Hold	10,689	–	–	0.02%	397
2023 Q1	$204K	Hold	10,689	–	–	0.03%	368
2022 Q4	$189K	Sell	10,689 -836	-7%	-$14K	0.03%	360
2022 Q3	$186K	Hold	11,525	–	–	0.04%	308
2022 Q2	$202K	Hold	11,525	–	–	0.05%	255
2022 Q1	$217K	Buy	11,525 +5,219	+83%	+$95.3K	0.06%	248
2021 Q4	$112K	Buy	+6,306	New	+$110K	0.03%	294