Mather Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
33,420
-449
-1% -$14.3K 0.01% 258
2025
Q1
$1.02M Sell
33,869
-9
-0% -$271 0.01% 253
2024
Q4
$857K Buy
33,878
+20,392
+151% +$516K 0.01% 256
2024
Q3
$342K Sell
13,486
-27,784
-67% -$705K ﹤0.01% 439
2024
Q2
$886K Sell
41,270
-9,203
-18% -$198K 0.01% 284
2024
Q1
$1.01M Buy
50,473
+491
+1% +$9.8K 0.02% 218
2023
Q4
$998K Sell
49,982
-8,114
-14% -$162K 0.02% 228
2023
Q3
$1.04M Sell
58,096
-1,366
-2% -$24.4K 0.02% 209
2023
Q2
$1.11M Sell
59,462
-18,739
-24% -$349K 0.02% 215
2023
Q1
$1.49M Sell
78,201
-4,226
-5% -$80.7K 0.03% 164
2022
Q4
$1.46M Sell
82,427
-331
-0.4% -$5.86K 0.03% 163
2022
Q3
$1.34M Sell
82,758
-7,059
-8% -$114K 0.03% 162
2022
Q2
$1.57M Buy
89,817
+52,197
+139% +$915K 0.04% 144
2022
Q1
$708K Buy
37,620
+19,543
+108% +$368K 0.01% 217
2021
Q4
$321K Buy
+18,077
New +$321K 0.01% 291