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
2026 Q1	$614K	Hold	13,635	–	–	0.1%	93
2025 Q4	$566K	Hold	13,635	–	–	0.09%	94
2025 Q3	$507K	Hold	13,635	–	–	0.09%	97
2025 Q2	$435K	Hold	13,635	–	–	0.11%	57
2025 Q1	$411K	Hold	13,635	–	–	0.11%	57
2024 Q4	$345K	Hold	13,635	–	–	0.1%	60
2024 Q3	$346K	Hold	13,635	–	–	0.1%	63
2024 Q2	$306K	Hold	13,635	–	–	0.1%	63
2024 Q1	$293K	Hold	13,635	–	–	0.1%	66
2023 Q4	$272K	Hold	13,635	–	–	0.1%	65
2023 Q3	$244K	Hold	13,635	–	–	0.1%	61
2023 Q2	$254K	Hold	13,635	–	–	0.11%	62
2023 Q1	$260K	Hold	13,635	–	–	0.11%	59
2022 Q4	$241K	Hold	13,635	–	–	0.11%	66
2022 Q3	$220K	Hold	13,635	–	–	0.16%	64
2022 Q2	$239K	Hold	13,635	–	–	0.17%	57
2022 Q1	$257K	Hold	13,635	–	–	0.18%	53
2021 Q4	$242K	Hold	13,635	–	–	0.16%	52
2021 Q3	$233K	Hold	13,635	–	–	0.17%	54
2021 Q2	$235K	Hold	13,635	–	–	0.17%	52
2021 Q1	$227K	Sell	13,635 -2,753	-17%	-$48.1K	0.18%	50
2020 Q4	$304K	Buy	+16,388	New	+$300K	0.26%	38