Security National Bank’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 | $7.19M | Buy |
225,509
+175,200
| +348% | +$5.59M | 1.24% | 21 |
|
|
2025
Q1 | $1.52M | Hold |
50,309
| – | – | 0.29% | 58 |
|
|
2024
Q4 | $1.27M | Hold |
50,309
| – | – | 0.18% | 58 |
|
|
2024
Q3 | $1.28M | Buy |
50,309
+1,047
| +2% | +$26.6K | 0.17% | 59 |
|
|
2024
Q2 | $1.11M | Buy |
49,262
+15,944
| +48% | +$358K | 0.16% | 60 |
|
|
2024
Q1 | $716K | Hold |
33,318
| – | – | 0.11% | 67 |
|
|
2023
Q4 | $665K | Buy |
33,318
+18,678
| +128% | +$373K | 0.15% | 69 |
|
|
2023
Q3 | $265K | Hold |
14,640
| – | – | 0.07% | 91 |
|
|
2023
Q2 | $272K | Hold |
14,640
| – | – | 0.07% | 92 |
|
|
2023
Q1 | $280K | Hold |
14,640
| – | – | 0.07% | 85 |
|
|
2022
Q4 | $259K | Hold |
14,640
| – | – | 0.07% | 87 |
|
|
2022
Q3 | $236K | Hold |
14,640
| – | – | 0.07% | 89 |
|
|
2022
Q2 | $257K | Buy |
14,640
+75
| +0.5% | +$1.32K | 0.07% | 84 |
|
|
2022
Q1 | $274K | Buy |
+14,565
| New | +$274K | 0.06% | 90 |
|
|
2021
Q2 | – | Sell |
-11,188
| Closed | -$186K | – | 98 |
|
|
2021
Q1 | $186K | Hold |
11,188
| – | – | 0.05% | 96 |
|
|
2020
Q4 | $207K | Hold |
11,188
| – | – | 0.07% | 73 |
|
|
2020
Q3 | $206K | Buy |
+11,188
| New | +$206K | 0.07% | 68 |
|