Foundations Investment Advisors’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
$1.21M Buy
38,046
+4,248
+13% +$135K 0.02% 387
2025
Q1
$1.02M Buy
33,798
+1,695
+5% +$51.1K 0.02% 403
2024
Q4
$812K Buy
32,103
+5,533
+21% +$140K 0.02% 441
2024
Q3
$675K Buy
26,570
+12,452
+88% +$316K 0.01% 443
2024
Q2
$317K Buy
+14,118
New +$317K 0.01% 596