IFP 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 | $30.9K | Buy |
969
+40
| +4% | +$1.28K | ﹤0.01% | 2305 |
|
|
2025
Q1 | $28K | Buy |
929
+434
| +88% | +$13.1K | ﹤0.01% | 2156 |
|
|
2024
Q4 | $12.5K | Hold |
495
| – | – | ﹤0.01% | 2448 |
|
|
2024
Q3 | $12.6K | Hold |
495
| – | – | ﹤0.01% | 2336 |
|
|
2024
Q2 | $11.1K | Hold |
495
| – | – | ﹤0.01% | 2308 |
|
|
2024
Q1 | $10.6K | Hold |
495
| – | – | ﹤0.01% | 2212 |
|
|
2023
Q4 | $9.88K | Sell |
495
-775
| -61% | -$15.5K | ﹤0.01% | 2191 |
|
|
2023
Q3 | $22.7K | Sell |
1,270
-768
| -38% | -$13.7K | ﹤0.01% | 1874 |
|
|
2023
Q2 | $37.9K | Buy |
2,038
+1,270
| +165% | +$23.6K | ﹤0.01% | 1724 |
|
|
2023
Q1 | $9.78K | Sell |
768
-2,000
| -72% | -$25.5K | ﹤0.01% | 2294 |
|
|
2022
Q4 | $35K | Buy |
2,768
+768
| +38% | +$9.71K | ﹤0.01% | 2488 |
|
|
2022
Q3 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 2899 |
|
|
2022
Q2 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 2673 |
|
|
2022
Q1 | $25K | Buy |
+2,000
| New | +$25K | ﹤0.01% | 2673 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4207 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3975 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3879 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3719 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3590 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3424 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3362 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3380 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3473 |
|
|
2019
Q1 | – | Sell |
-11,600
| Closed | -$146K | – | 3079 |
|
|
2018
Q4 | $146K | Sell |
11,600
-100
| -0.9% | -$1.26K | 0.01% | 998 |
|
|
2018
Q3 | $137K | Sell |
11,700
-900
| -7% | -$10.5K | 0.01% | 1283 |
|
|
2018
Q2 | $155K | Buy |
12,600
+900
| +8% | +$11.1K | 0.01% | 1212 |
|
|
2018
Q1 | $150K | Hold |
11,700
| – | – | 0.01% | 1130 |
|
|
2017
Q4 | $150K | Sell |
11,700
-4,200
| -26% | -$53.8K | 0.01% | 1127 |
|
|
2017
Q3 | $201K | Buy |
15,900
+1,567
| +11% | +$19.8K | 0.01% | 1137 |
|
|
2017
Q2 | $176K | Buy |
14,333
+4,433
| +45% | +$54.4K | 0.01% | 1197 |
|
|
2017
Q1 | $122K | Buy |
9,900
+9,800
| +9,800% | +$121K | 0.01% | 1380 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3788 |
|
|
2016
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3737 |
|