Plante Moran Financial Advisors’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 | $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% | -$19.1K | ﹤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% | 376 |
|
|
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 | +$30K | 0.01% | 462 |
|