Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.84M | Buy |
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|
2025
Q2 | $1.91M | Hold |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.26M | Hold |
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|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $681K | Buy |
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|
2023
Q4 | $577K | Hold |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $537K | Hold |
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|
2023
Q1 | $552K | Hold |
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|
2022
Q4 | $511K | Hold |
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|
2022
Q3 | $466K | Hold |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $544K | Hold |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $494K | Hold |
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|
2021
Q2 | $498K | Buy |
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