Sagespring Wealth Partners’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
2025
Q2
$239K Sell
7,509
-978
-12% -$31.2K 0.01% 645
2025
Q1
$256K Sell
8,487
-13
-0.2% -$392 0.01% 566
2024
Q4
$215K Buy
+8,500
New +$215K 0.01% 574