Forum Financial Management’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 | $5.11M | Hold |
160,123
| – | – | 0.08% | 54 |
|
|
2025
Q1 | $4.83M | Hold |
160,123
| – | – | 0.08% | 57 |
|
|
2024
Q4 | $4.05M | Hold |
160,123
| – | – | 0.07% | 64 |
|
|
2024
Q3 | $4.07M | Hold |
160,123
| – | – | 0.07% | 51 |
|
|
2024
Q2 | $3.6M | Hold |
160,123
| – | – | 0.07% | 57 |
|
|
2024
Q1 | $3.44M | Hold |
160,123
| – | – | 0.06% | 75 |
|
|
2023
Q4 | $3.2M | Hold |
160,123
| – | – | 0.06% | 64 |
|
|
2023
Q3 | $2.86M | Hold |
160,123
| – | – | 0.06% | 62 |
|
|
2023
Q2 | $2.98M | Hold |
160,123
| – | – | 0.07% | 57 |
|
|
2023
Q1 | $3.06M | Hold |
160,123
| – | – | 0.09% | 55 |
|
|
2022
Q4 | $2.83M | Hold |
160,123
| – | – | 0.09% | 53 |
|
|
2022
Q3 | $2.58M | Sell |
160,123
-2,200
| -1% | -$35.5K | 0.12% | 51 |
|
|
2022
Q2 | $2.85M | Hold |
162,323
| – | – | 0.14% | 43 |
|
|
2022
Q1 | $3.06M | Hold |
162,323
| – | – | 0.15% | 42 |
|
|
2021
Q4 | $2.89M | Buy |
+162,323
| New | +$2.89M | 0.15% | 44 |
|