NFA
Northwest Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
7,896
| – | – | 0.35% | 76 |
|
|
2025
Q1 | $238K | Buy |
+7,896
| New | +$238K | 0.2% | 102 |
|
|
2024
Q4 | – | Sell |
-7,896
| Closed | -$200K | – | 401 |
|
|
2024
Q3 | $200K | Buy |
+7,896
| New | +$200K | 0.16% | 100 |
|
|
2024
Q1 | – | Sell |
-8,096
| Closed | -$162K | – | 387 |
|
|
2023
Q4 | $162K | Buy |
+8,096
| New | +$162K | 0.14% | 104 |
|