Financial & Tax Architects’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 | $422K | Buy |
13,226
+1,847
| +16% | +$58.9K | 0.1% | 78 |
|
|
2025
Q1 | $343K | Sell |
11,379
-29
| -0.3% | -$874 | 0.09% | 95 |
|
|
2024
Q4 | $289K | Buy |
11,408
+278
| +2% | +$7.03K | 0.07% | 98 |
|
|
2024
Q3 | $283K | Buy |
+11,130
| New | +$283K | 0.07% | 89 |
|
|
2023
Q3 | – | Sell |
-18,286
| Closed | -$340K | – | 89 |
|
|
2023
Q2 | $340K | Buy |
+18,286
| New | +$340K | 0.11% | 62 |
|
|
2022
Q1 | – | Sell |
-61,637
| Closed | -$1.1M | – | 97 |
|
|
2021
Q4 | $1.1M | Buy |
61,637
+27,584
| +81% | +$490K | 0.45% | 60 |
|
|
2021
Q3 | $582K | Buy |
+34,053
| New | +$582K | 0.27% | 73 |
|
|
2021
Q2 | – | Sell |
-65,969
| Closed | -$1.1M | – | 106 |
|
|
2021
Q1 | $1.1M | Buy |
+65,969
| New | +$1.1M | 0.62% | 44 |
|