RDFA
Ritter Daniher Financial Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$45.8K | 0.18% | 50 |
|
|
2020
Q4 | $304K | Buy |
+16,388
| New | +$304K | 0.26% | 38 |
|