PDS Planning’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 | $6.24M | Hold |
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|
2025
Q2 | $5.35M | Hold |
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|
2025
Q1 | $5.06M | Hold |
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|
2024
Q4 | $4.24M | Hold |
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|
2024
Q3 | $4.26M | Hold |
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|
2024
Q2 | $3.77M | Hold |
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|
2024
Q1 | $3.6M | Hold |
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|
2023
Q4 | $3.35M | Hold |
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|
2023
Q3 | $3M | Hold |
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|
2023
Q2 | $3.12M | Hold |
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|
2023
Q1 | $3.2M | Hold |
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|
2022
Q4 | $2.97M | Hold |
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|
2022
Q3 | $2.71M | Hold |
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|
2022
Q2 | $2.94M | Hold |
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|
2022
Q1 | $3.16M | Hold |
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|
2021
Q4 | $2.98M | Sell |
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|
2021
Q3 | $2.87M | Sell |
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|
2021
Q2 | $2.89M | Sell |
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|
2021
Q1 | $2.79M | Hold |
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|
2020
Q4 | $3.11M | Buy |
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|
2020
Q3 | $2.63M | Sell |
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|
2020
Q2 | $2.92M | Buy |
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