Morton Capital 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 | $140M | Sell |
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|
2025
Q2 | $124M | Sell |
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|
2025
Q1 | $125M | Sell |
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|
2024
Q4 | $108M | Sell |
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|
2024
Q3 | $112M | Sell |
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|
2024
Q2 | $100M | Sell |
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|
2024
Q1 | $97.3M | Buy |
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|
2023
Q4 | $88.6M | Buy |
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|
2023
Q3 | $78.4M | Buy |
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|
2023
Q2 | $80.7M | Sell |
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|
2023
Q1 | $83.5M | Sell |
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|
2022
Q4 | $83.3M | Sell |
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|
2022
Q3 | $77.6M | Buy |
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|
2022
Q2 | $82.7M | Sell |
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|
2022
Q1 | $90.7M | Buy |
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|
2021
Q4 | $82.6M | Buy |
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