EverSource Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
10,355
| – | – | 0.01% | 628 |
|
|
2025
Q1 | $312K | Hold |
10,355
| – | – | 0.02% | 513 |
|
|
2024
Q4 | $262K | Hold |
10,355
| – | – | 0.01% | 546 |
|
|
2024
Q3 | $263K | Sell |
10,355
-334
| -3% | -$8.48K | 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% | -$14.8K | 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% | +$98.3K | 0.06% | 248 |
|
|
2021
Q4 | $112K | Buy |
+6,306
| New | +$112K | 0.03% | 294 |
|