PDS Planning’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 | $5.35M | Hold |
167,778
| – | – | 0.4% | 42 |
|
|
2025
Q1 | $5.06M | Hold |
167,778
| – | – | 0.43% | 41 |
|
|
2024
Q4 | $4.24M | Hold |
167,778
| – | – | 0.38% | 45 |
|
|
2024
Q3 | $4.26M | Hold |
167,778
| – | – | 0.38% | 43 |
|
|
2024
Q2 | $3.77M | Hold |
167,778
| – | – | 0.38% | 42 |
|
|
2024
Q1 | $3.6M | Hold |
167,778
| – | – | 0.38% | 42 |
|
|
2023
Q4 | $3.35M | Hold |
167,778
| – | – | 0.38% | 40 |
|
|
2023
Q3 | $3M | Hold |
167,778
| – | – | 0.39% | 42 |
|
|
2023
Q2 | $3.12M | Hold |
167,778
| – | – | 0.4% | 42 |
|
|
2023
Q1 | $3.2M | Hold |
167,778
| – | – | 0.44% | 39 |
|
|
2022
Q4 | $2.97M | Hold |
167,778
| – | – | 0.47% | 37 |
|
|
2022
Q3 | $2.71M | Hold |
167,778
| – | – | 0.49% | 34 |
|
|
2022
Q2 | $2.94M | Hold |
167,778
| – | – | 0.53% | 36 |
|
|
2022
Q1 | $3.16M | Hold |
167,778
| – | – | 0.56% | 36 |
|
|
2021
Q4 | $2.98M | Sell |
167,778
-1
| -0% | -$18 | 0.57% | 36 |
|
|
2021
Q3 | $2.87M | Sell |
167,779
-229
| -0.1% | -$3.91K | 0.66% | 35 |
|
|
2021
Q2 | $2.89M | Sell |
168,008
-87
| -0.1% | -$1.5K | 0.7% | 36 |
|
|
2021
Q1 | $2.8M | Hold |
168,095
| – | – | 0.81% | 34 |
|
|
2020
Q4 | $3.11M | Buy |
168,095
+25,367
| +18% | +$470K | 1.07% | 29 |
|
|
2020
Q3 | $2.63M | Sell |
142,728
-25,367
| -15% | -$467K | 1.07% | 30 |
|
|
2020
Q2 | $2.92M | Buy |
+168,095
| New | +$2.92M | 1.32% | 24 |
|