Mayflower Financial Advisors’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 | $1.18M | Buy |
37,090
+3,200
| +9% | +$102K | 0.16% | 131 |
|
|
2025
Q1 | $1.02M | Buy |
33,890
+335
| +1% | +$10.1K | 0.16% | 143 |
|
|
2024
Q4 | $849K | Buy |
33,555
+1,960
| +6% | +$49.6K | 0.13% | 160 |
|
|
2024
Q3 | $802K | Buy |
31,595
+500
| +2% | +$12.7K | 0.12% | 160 |
|
|
2024
Q2 | $698K | Buy |
31,095
+5,575
| +22% | +$125K | 0.11% | 171 |
|
|
2024
Q1 | $548K | Hold |
25,520
| – | – | 0.09% | 196 |
|
|
2023
Q4 | $509K | Buy |
25,520
+600
| +2% | +$12K | 0.07% | 201 |
|
|
2023
Q3 | $446K | Buy |
24,920
+1,500
| +6% | +$26.8K | 0.07% | 204 |
|
|
2023
Q2 | $436K | Buy |
23,420
+8,215
| +54% | +$153K | 0.06% | 225 |
|
|
2023
Q1 | $290K | Buy |
15,205
+3,550
| +30% | +$67.8K | 0.04% | 272 |
|
|
2022
Q4 | $206K | Buy |
11,655
+1,570
| +16% | +$27.8K | 0.03% | 322 |
|
|
2022
Q3 | $163K | Buy |
+10,085
| New | +$163K | 0.03% | 312 |
|