Financial & Tax Architects’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	$1.13M	Buy	24,997 +4,159	+20%	+$195K	0.25%	73
2025 Q4	$864K	Buy	20,838 +1,681	+9%	+$67.2K	0.19%	76
2025 Q3	$712K	Buy	19,157 +5,931	+45%	+$198K	0.16%	86
2025 Q2	$422K	Buy	13,226 +1,847	+16%	+$58.5K	0.1%	78
2025 Q1	$343K	Sell	11,379 -29	-0.3%	-$802	0.09%	95
2024 Q4	$289K	Buy	11,408 +278	+2%	+$7.14K	0.07%	98
2024 Q3	$283K	Buy	+11,130	New	+$266K	0.07%	89
2023 Q3	–	Sell	-18,286	Closed	-$340K	–	89
2023 Q2	$340K	Buy	+18,286	New	+$350K	0.11%	62
2022 Q1	–	Sell	-61,637	Closed	-$1.1M	–	97
2021 Q4	$1.1M	Buy	61,637 +27,584	+81%	+$482K	0.45%	60
2021 Q3	$582K	Buy	+34,053	New	+$593K	0.27%	73
2021 Q2	–	Sell	-65,969	Closed	-$1.1M	–	106
2021 Q1	$1.1M	Buy	+65,969	New	+$1.15M	0.62%	44