Modern Wealth Management’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 | $19.2M | Sell |
602,481
-26,974
| -4% | -$860K | 0.48% | 52 |
|
|
2025
Q1 | $19M | Buy |
629,455
+1,154
| +0.2% | +$34.8K | 0.61% | 38 |
|
|
2024
Q4 | $15.9M | Buy |
628,301
+179,893
| +40% | +$4.55M | 0.59% | 36 |
|
|
2024
Q3 | $11.4M | Buy |
448,408
+21,233
| +5% | +$539K | 0.7% | 31 |
|
|
2024
Q2 | $9.59M | Sell |
427,175
-18,810
| -4% | -$422K | 0.71% | 29 |
|
|
2024
Q1 | $9.58M | Buy |
445,985
+69,345
| +18% | +$1.49M | 0.89% | 20 |
|
|
2023
Q4 | $7.52M | Buy |
+376,640
| New | +$7.52M | 0.95% | 19 |
|