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M Wealth Management LLC’s VanEck Merk Gold Trust OUNZ Stock Holding History

M Wealth Management LLC’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$235K Hold
7,373
– – 0.22% 42
2025
Q1 		$222K Sell
7,373
-5,777
-44% -$174K 0.21% 42
2024
Q4 		$333K Buy
+13,150
New +$333K 0.3% 36