ProVise Management Group’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
2024 Q1	–	Sell	-128,639	Closed	-$2.57M	–	329
2023 Q4	$2.57M	Buy	128,639 +2,306	+2%	+$46K	0.22%	110
2023 Q3	$2.26M	Buy	126,333 +10,002	+9%	+$179K	0.21%	110
2023 Q2	$2.16M	Buy	116,331 +85,110	+273%	+$1.58M	0.2%	117
2023 Q1	$596K	Buy	+31,221	New	+$596K	0.06%	206