OneDigital Investment 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	$1.32M	Sell	41,473 -420	-1%	-$13.4K	0.01%	554
2025 Q1	$1.26M	Sell	41,893 -436	-1%	-$13.1K	0.02%	533
2024 Q4	$1.07M	Sell	42,329 -2,894	-6%	-$73.2K	0.01%	615
2024 Q3	$1.15M	Sell	45,223 -7,283	-14%	-$185K	0.01%	607
2024 Q2	$1.18M	Buy	+52,506	New	+$1.18M	0.01%	564