Perigon Wealth Management’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
$426K Buy
13,370
+6,341
+90% +$202K 0.01% 723
2025
Q1
$212K Buy
+7,029
New +$212K 0.01% 948
2023
Q3
Sell
-79,828
Closed -$1.48M 808
2023
Q2
$1.48M Buy
79,828
+66,810
+513% +$1.24M 0.06% 245
2023
Q1
$249K Buy
+13,018
New +$249K 0.01% 606