Forum Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.95M | Hold |
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|
2025
Q2 | $5.11M | Hold |
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|
2025
Q1 | $4.83M | Hold |
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|
2024
Q4 | $4.05M | Hold |
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|
2024
Q3 | $4.07M | Hold |
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|
2024
Q2 | $3.6M | Hold |
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|
2024
Q1 | $3.44M | Hold |
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|
2023
Q4 | $3.2M | Hold |
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|
2023
Q3 | $2.86M | Hold |
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|
2023
Q2 | $2.98M | Hold |
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|
2023
Q1 | $3.06M | Hold |
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|
2022
Q4 | $2.83M | Hold |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $2.85M | Hold |
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|
2022
Q1 | $3.06M | Hold |
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|
2021
Q4 | $2.89M | Buy |
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