Plante Moran Financial 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
2026 Q1	$41K	Hold	911	–	–	﹤0.01%	343
2025 Q4	$37.8K	Hold	911	–	–	﹤0.01%	363
2025 Q3	$33.9K	Hold	911	–	–	﹤0.01%	395
2025 Q2	$29.1K	Hold	911	–	–	﹤0.01%	431
2025 Q1	$27.5K	Hold	911	–	–	﹤0.01%	439
2024 Q4	$23K	Hold	911	–	–	﹤0.01%	470
2024 Q3	$23.1K	Hold	911	–	–	﹤0.01%	503
2024 Q2	$20.5K	Hold	911	–	–	﹤0.01%	474
2024 Q1	$19.6K	Sell	911 -889	-49%	-$17.8K	﹤0.01%	507
2023 Q4	$35.9K	Hold	1,800	–	–	﹤0.01%	365
2023 Q3	$32.2K	Hold	1,800	–	–	﹤0.01%	353
2023 Q2	$33.5K	Hold	1,800	–	–	﹤0.01%	353
2023 Q1	$34.4K	Hold	1,800	–	–	﹤0.01%	349
2022 Q4	$31.8K	Hold	1,800	–	–	﹤0.01%	375
2022 Q3	$29K	Hold	1,800	–	–	0.01%	394
2022 Q2	$32K	Hold	1,800	–	–	0.01%	377
2022 Q1	$34K	Hold	1,800	–	–	0.01%	388
2021 Q4	$32K	Hold	1,800	–	–	0.01%	453
2021 Q3	$31K	Hold	1,800	–	–	0.01%	465
2021 Q2	$31K	Hold	1,800	–	–	0.01%	468
2021 Q1	$30K	Buy	+1,800	New	+$31.4K	0.01%	462