Lifeworks Advisors’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
Q2 | $6.52M | Sell |
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|
2025
Q1 | $7.82M | Sell |
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|
2024
Q4 | $6.58M | Sell |
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|
2024
Q3 | $6.93M | Sell |
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|
2024
Q2 | $6.29M | Sell |
|
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|
2024
Q1 | $6.95M | Sell |
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|
2023
Q4 | $6.69M | Sell |
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|
2023
Q3 | $6.08M | Sell |
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|
2023
Q2 | $6.47M | Sell |
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|
2023
Q1 | $7.04M | Buy |
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|
2022
Q4 | $6.52M | Sell |
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|
2022
Q3 | $6.22M | Buy |
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|
2022
Q2 | $6.08M | Buy |
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|
2022
Q1 | $6.13M | Buy |
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|
2021
Q4 | $5.32M | Buy |
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