Perennial Investment Advisors’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
Q2 | $2.83M | Buy |
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|
2025
Q1 | $255K | Buy |
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|
2024
Q4 | $209K | Hold |
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|
2024
Q3 | $210K | Sell |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $205K | Hold |
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|
2023
Q3 | $184K | Hold |
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|
2023
Q2 | $191K | Hold |
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|
2023
Q1 | $196K | Sell |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $166K | Sell |
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|
2022
Q2 | $198K | Hold |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $211K | Buy |
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