Ritter Daniher Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $345K | Hold |
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|
2024
Q3 | $346K | Hold |
|
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|
2024
Q2 | $306K | Hold |
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|
2024
Q1 | $293K | Hold |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $304K | Buy |
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