LA
Lifeworks Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Sell |
204,533
-54,944
| -21% | -$1.75M | 0.97% | 27 |
|
|
2025
Q1 | $7.82M | Sell |
259,477
-479
| -0.2% | -$14.4K | 1.3% | 19 |
|
|
2024
Q4 | $6.58M | Sell |
259,956
-13,065
| -5% | -$331K | 1.19% | 18 |
|
|
2024
Q3 | $6.93M | Sell |
273,021
-6,894
| -2% | -$175K | 1.36% | 12 |
|
|
2024
Q2 | $6.29M | Sell |
279,915
-43,530
| -13% | -$978K | 1.75% | 12 |
|
|
2024
Q1 | $6.95M | Sell |
323,445
-11,662
| -3% | -$250K | 1.94% | 9 |
|
|
2023
Q4 | $6.69M | Sell |
335,107
-4,965
| -1% | -$99.1K | 2.31% | 6 |
|
|
2023
Q3 | $6.08M | Sell |
340,072
-7,952
| -2% | -$142K | 2.37% | 5 |
|
|
2023
Q2 | $6.47M | Sell |
348,024
-20,754
| -6% | -$386K | 2.76% | 5 |
|
|
2023
Q1 | $7.04M | Buy |
368,778
+235
| +0.1% | +$4.49K | 3.33% | 2 |
|
|
2022
Q4 | $6.52M | Sell |
368,543
-24,047
| -6% | -$425K | 3.67% | 2 |
|
|
2022
Q3 | $6.22M | Buy |
392,590
+45,484
| +13% | +$721K | 3.54% | 2 |
|
|
2022
Q2 | $6.09M | Buy |
347,106
+21,684
| +7% | +$380K | 3.86% | 1 |
|
|
2022
Q1 | $6.13M | Buy |
325,422
+26,238
| +9% | +$494K | 4.05% | 2 |
|
|
2021
Q4 | $5.32M | Buy |
+299,184
| New | +$5.32M | 4.24% | 2 |
|