Global Retirement Partners’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 Q4	$262K	Buy	6,307 +463	+8%	+$18.5K	﹤0.01%	1319
2025 Q3	$217K	Buy	5,844 +168	+3%	+$5.6K	﹤0.01%	1126
2025 Q2	$181K	Buy	+5,676	New	+$180K	﹤0.01%	1145
2024 Q4	$74.5K	Hold	2,944	–	–	﹤0.01%	1419
2024 Q3	$74.7K	Hold	2,944	–	–	﹤0.01%	1368
2024 Q2	$66.1K	Buy	2,944 +21	+0.7%	+$474	﹤0.01%	1393
2024 Q1	$62.8K	Sell	2,923 -522	-15%	-$10.5K	﹤0.01%	1307
2023 Q4	$67.6K	Sell	3,445 -333	-9%	-$6.37K	﹤0.01%	1223
2023 Q3	$66.6K	Sell	3,778 -3,753	-50%	-$70K	﹤0.01%	1124
2023 Q2	$140K	Sell	7,531 -1,395	-16%	-$26.7K	0.01%	822
2023 Q1	$176K	Buy	8,926 +7,531	+540%	+$138K	0.01%	718
2022 Q4	$24.7K	Buy	+1,395	New	+$23.4K	﹤0.01%	1399