PIA
Perennial Investment 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 | $2.83M | Buy |
88,807
+80,332
| +948% | +$2.56M | 0.27% | 80 |
|
|
2025
Q1 | $255K | Buy |
8,475
+200
| +2% | +$6.03K | 0.03% | 347 |
|
|
2024
Q4 | $209K | Hold |
8,275
| – | – | 0.02% | 376 |
|
|
2024
Q3 | $210K | Sell |
8,275
-2,000
| -19% | -$50.8K | 0.03% | 354 |
|
|
2024
Q2 | $231K | Hold |
10,275
| – | – | 0.03% | 320 |
|
|
2024
Q1 | $221K | Hold |
10,275
| – | – | 0.03% | 303 |
|
|
2023
Q4 | $205K | Hold |
10,275
| – | – | 0.03% | 303 |
|
|
2023
Q3 | $184K | Hold |
10,275
| – | – | 0.03% | 308 |
|
|
2023
Q2 | $191K | Hold |
10,275
| – | – | 0.03% | 308 |
|
|
2023
Q1 | $196K | Sell |
10,275
-408
| -4% | -$7.79K | 0.04% | 310 |
|
|
2022
Q4 | $189K | Buy |
10,683
+408
| +4% | +$7.22K | 0.08% | 207 |
|
|
2022
Q3 | $166K | Sell |
10,275
-1,000
| -9% | -$16.2K | 0.08% | 190 |
|
|
2022
Q2 | $198K | Hold |
11,275
| – | – | 0.08% | 189 |
|
|
2022
Q1 | $212K | Sell |
11,275
-1,000
| -8% | -$18.8K | 0.07% | 200 |
|
|
2021
Q4 | $218K | Buy |
12,275
+50
| +0.4% | +$888 | 0.07% | 208 |
|
|
2021
Q3 | $209K | Hold |
12,225
| – | – | 0.07% | 202 |
|
|
2021
Q2 | $211K | Buy |
+12,225
| New | +$211K | 0.08% | 199 |
|