SFG Wealth Management’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 | $3.21M | Buy |
100,516
+3,752
| +4% | +$120K | 1.94% | 9 |
|
|
2025
Q1 | $2.92M | Buy |
96,764
+14,634
| +18% | +$441K | 1.42% | 13 |
|
|
2024
Q4 | $2.08M | Sell |
82,130
-6,821
| -8% | -$173K | 1.09% | 18 |
|
|
2024
Q3 | $2.26M | Buy |
88,951
+57,152
| +180% | +$1.45M | 1.2% | 16 |
|
|
2024
Q2 | $714K | Buy |
+31,799
| New | +$714K | 0.41% | 41 |
|
|
2024
Q1 | – | Sell |
-87,968
| Closed | -$1.76M | – | 103 |
|
|
2023
Q4 | $1.76M | Sell |
87,968
-3,919
| -4% | -$78.2K | 1.17% | 17 |
|
|
2023
Q3 | $1.64M | Sell |
91,887
-103,232
| -53% | -$1.85M | 1.31% | 13 |
|
|
2023
Q2 | $3.63M | Buy |
195,119
+60,777
| +45% | +$1.13M | 3.04% | 6 |
|
|
2023
Q1 | $2.57M | Buy |
134,342
+34,400
| +34% | +$657K | 2.84% | 5 |
|
|
2022
Q4 | $1.77M | Buy |
99,942
+36,828
| +58% | +$651K | 2.18% | 7 |
|
|
2022
Q3 | $1.02M | Sell |
63,114
-76,839
| -55% | -$1.24M | 1.38% | 23 |
|
|
2022
Q2 | $2.45M | Sell |
139,953
-81,838
| -37% | -$1.43M | 2.86% | 9 |
|
|
2022
Q1 | $4.18M | Buy |
221,791
+31,825
| +17% | +$599K | 3.92% | 6 |
|
|
2021
Q4 | $3.38M | Buy |
+189,966
| New | +$3.38M | 3% | 7 |
|