IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $529K | Sell |
11,734
-2,214
| -16% | -$104K | 0.01% | 802 |
|
|
2025
Q4 | $579K | Sell |
13,948
-2,600
| -16% | -$104K | 0.01% | 718 |
|
|
2025
Q3 | $615K | Buy |
16,548
+770
| +5% | +$25.7K | 0.02% | 671 |
|
|
2025
Q2 | $503K | Sell |
15,778
-55,638
| -78% | -$1.76M | 0.01% | 699 |
|
|
2025
Q1 | $2.15M | Sell |
71,416
-24,852
| -26% | -$687K | 0.07% | 277 |
|
|
2024
Q4 | $2.44M | Sell |
96,268
-39,339
| -29% | -$1.01M | 0.08% | 235 |
|
|
2024
Q3 | $3.44M | Sell |
135,607
-59,067
| -30% | -$1.41M | 0.1% | 215 |
|
|
2024
Q2 | $4.37M | Sell |
194,674
-7,882
| -4% | -$178K | 0.16% | 125 |
|
|
2024
Q1 | $4.35M | Sell |
202,556
-51,284
| -20% | -$1.03M | 0.17% | 118 |
|
|
2023
Q4 | $5.07M | Buy |
253,840
+18,992
| +8% | +$363K | 0.23% | 95 |
|
|
2023
Q3 | $4.2M | Sell |
234,848
-387,251
| -62% | -$7.22M | 0.21% | 105 |
|
|
2023
Q2 | $11.6M | Buy |
622,099
+596,874
| +2,366% | +$11.4M | 0.6% | 28 |
|
|
2023
Q1 | $482K | Sell |
25,225
-5,100
| -17% | -$93.5K | 0.03% | 513 |
|
|
2022
Q4 | $536K | Sell |
30,325
-1,950
| -6% | -$32.7K | 0.03% | 474 |
|
|
2022
Q3 | $521K | Buy |
32,275
+10,425
| +48% | +$175K | 0.04% | 447 |
|
|
2022
Q2 | $383K | Hold |
21,850
| – | – | 0.03% | 457 |
|
|
2022
Q1 | $411K | Hold |
21,850
| – | – | 0.03% | 476 |
|
|
2021
Q4 | $388K | Hold |
21,850
| – | – | 0.03% | 517 |
|
|
2021
Q3 | $373K | Sell |
21,850
-30,903
| -59% | -$538K | 0.03% | 522 |
|
|
2021
Q2 | $908K | Buy |
52,753
+400
| +0.8% | +$7.07K | 0.06% | 344 |
|
|
2021
Q1 | $871K | Buy |
52,353
+11,245
| +27% | +$196K | 0.06% | 299 |
|
|
2020
Q4 | $761K | Buy |
41,108
+5,600
| +16% | +$102K | 0.06% | 297 |
|
|
2020
Q3 | $653K | Buy |
35,508
+17,448
| +97% | +$326K | 0.07% | 276 |
|
|
2020
Q2 | $314K | Hold |
18,060
| – | – | 0.04% | 399 |
|
|
2020
Q1 | $278K | Buy |
+18,060
| New | +$279K | 0.04% | 409 |
|
Other funds holding OUNZ
MCM
PWA
AOWM