SSWM
Sheets Smith Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
85,009
+8,868
| +12% | +$283K | 0.32% | 75 |
|
|
2025
Q1 | $2.29M | Buy |
76,141
+28,100
| +58% | +$847K | 0.29% | 80 |
|
|
2024
Q4 | $1.22M | Buy |
48,041
+11,925
| +33% | +$302K | 0.15% | 133 |
|
|
2024
Q3 | $917K | Hold |
36,116
| – | – | 0.11% | 164 |
|
|
2024
Q2 | $811K | Buy |
+36,116
| New | +$811K | 0.1% | 173 |
|