RDA Financial Network’s VanEck Merk Gold Trust OUNZ Stock Holding History

RDA Financial Network’s Portfolio OUNZ Stock Details OUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.64M	Buy	68,375 +4,929	+8%	+$214K	0.58%	45
2026 Q1	$2.86M	Sell	63,446 -1,427	-2%	-$66.9K	0.72%	33
2025 Q4	$2.69M	Sell	64,873 -4,484	-6%	-$179K	0.65%	34
2025 Q3	$2.58M	Buy	69,357 +8,120	+13%	+$271K	0.64%	35
2025 Q2	$1.95M	Buy	61,237 +39,254	+179%	+$1.24M	0.53%	53
2025 Q1	$663K	Sell	21,983 -2,033	-8%	-$56.2K	0.2%	114
2024 Q4	$608K	Buy	24,016 +1,898	+9%	+$48.7K	0.18%	122
2024 Q3	$562K	Buy	22,118 +6,264	+40%	+$150K	0.17%	130
2024 Q2	$356K	Buy	+15,854	New	+$358K	0.12%	163

Other funds holding OUNZ

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return