Golden State Wealth 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 | $187K | Sell |
5,853
-1,595
| -21% | -$50.9K | 0.02% | 367 |
|
|
2025
Q1 | $224K | Buy |
7,448
+550
| +8% | +$16.6K | 0.03% | 322 |
|
|
2024
Q4 | $175K | Buy |
+6,898
| New | +$175K | 0.03% | 345 |
|
|
2022
Q1 | $230K | Sell |
12,202
-1,763
| -13% | -$33.2K | 0.05% | 280 |
|
|
2021
Q4 | $248K | Sell |
13,965
-1,385
| -9% | -$24.6K | 0.04% | 322 |
|
|
2021
Q3 | $262K | Sell |
15,350
-12,238
| -44% | -$209K | 0.06% | 250 |
|
|
2021
Q2 | $475K | Buy |
27,588
+280
| +1% | +$4.82K | 0.1% | 170 |
|
|
2021
Q1 | $454K | Hold |
27,308
| – | – | 0.15% | 109 |
|
|
2020
Q4 | $506K | Buy |
27,308
+25,433
| +1,356% | +$471K | 0.15% | 126 |
|
|
2020
Q3 | $34K | Buy |
+1,875
| New | +$34K | 0.01% | 357 |
|