SFG Wealth Management’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	$11.4M	Buy	252,686 +72,844	+41%	+$3.42M	4.69%	6
2025 Q4	$7.46M	Buy	179,842 +27,792	+18%	+$1.11M	2.93%	6
2025 Q3	$5.65M	Buy	152,050 +51,534	+51%	+$1.72M	2.45%	6
2025 Q2	$3.21M	Buy	100,516 +3,752	+4%	+$119K	1.94%	9
2025 Q1	$2.92M	Buy	96,764 +14,634	+18%	+$405K	1.42%	13
2024 Q4	$2.08M	Sell	82,130 -6,821	-8%	-$175K	1.09%	18
2024 Q3	$2.26M	Buy	88,951 +57,152	+180%	+$1.37M	1.2%	16
2024 Q2	$714K	Buy	+31,799	New	+$718K	0.41%	41
2024 Q1	–	Sell	-87,968	Closed	-$1.76M	–	103
2023 Q4	$1.76M	Sell	87,968 -3,919	-4%	-$75K	1.17%	17
2023 Q3	$1.64M	Sell	91,887 -103,232	-53%	-$1.93M	1.31%	13
2023 Q2	$3.63M	Buy	195,119 +60,777	+45%	+$1.16M	3.04%	6
2023 Q1	$2.57M	Buy	134,342 +34,400	+34%	+$631K	2.84%	5
2022 Q4	$1.77M	Buy	99,942 +36,828	+58%	+$618K	2.18%	7
2022 Q3	$1.02M	Sell	63,114 -76,839	-55%	-$1.29M	1.38%	23
2022 Q2	$2.45M	Sell	139,953 -81,838	-37%	-$1.49M	2.86%	9
2022 Q1	$4.18M	Buy	221,791 +31,825	+17%	+$581K	3.92%	6
2021 Q4	$3.38M	Buy	+189,966	New	+$3.32M	3%	7