Sigma Planning Corp’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 | $2.18M | Buy |
68,401
+14,265
| +26% | +$455K | 0.07% | 284 |
|
|
2025
Q1 | $1.63M | Buy |
54,136
+10,632
| +24% | +$320K | 0.05% | 339 |
|
|
2024
Q4 | $1.1M | Sell |
43,504
-1,099
| -2% | -$27.8K | 0.03% | 461 |
|
|
2024
Q3 | $1.13M | Buy |
44,603
+509
| +1% | +$12.9K | 0.03% | 464 |
|
|
2024
Q2 | $990K | Sell |
44,094
-1,955
| -4% | -$43.9K | 0.03% | 493 |
|
|
2024
Q1 | $989K | Buy |
46,049
+28,418
| +161% | +$610K | 0.03% | 510 |
|
|
2023
Q4 | $352K | Sell |
17,631
-36,844
| -68% | -$735K | 0.03% | 579 |
|
|
2023
Q3 | $975K | Sell |
54,475
-11,208
| -17% | -$201K | 0.04% | 474 |
|
|
2023
Q2 | $1.22M | Sell |
65,683
-16,555
| -20% | -$308K | 0.04% | 401 |
|
|
2023
Q1 | $1.57M | Sell |
82,238
-21,169
| -20% | -$404K | 0.05% | 363 |
|
|
2022
Q4 | $1.83M | Sell |
103,407
-2,473
| -2% | -$43.7K | 0.07% | 299 |
|
|
2022
Q3 | $1.71M | Sell |
105,880
-133,888
| -56% | -$2.16M | 0.07% | 293 |
|
|
2022
Q2 | $4.2M | Buy |
239,768
+69,193
| +41% | +$1.21M | 0.15% | 143 |
|
|
2022
Q1 | $3.21M | Buy |
170,575
+134,444
| +372% | +$2.53M | 0.1% | 208 |
|
|
2021
Q4 | $642K | Sell |
36,131
-28,586
| -44% | -$508K | 0.02% | 730 |
|
|
2021
Q3 | $1.11M | Buy |
64,717
+1,360
| +2% | +$23.2K | 0.03% | 503 |
|
|
2021
Q2 | $1.09M | Buy |
63,357
+5,568
| +10% | +$95.9K | 0.03% | 517 |
|
|
2021
Q1 | $961K | Sell |
57,789
-42,548
| -42% | -$708K | 0.03% | 511 |
|
|
2020
Q4 | $1.86M | Buy |
100,337
+51,920
| +107% | +$961K | 0.06% | 288 |
|
|
2020
Q3 | $890K | Buy |
+48,417
| New | +$890K | 0.04% | 430 |
|
|
2017
Q4 | – | Sell |
-25,962
| Closed | -$328K | – | 877 |
|
|
2017
Q3 | $328K | Sell |
25,962
-2,075
| -7% | -$26.2K | 0.03% | 566 |
|
|
2017
Q2 | $344K | Buy |
28,037
+190
| +0.7% | +$2.33K | 0.03% | 523 |
|
|
2017
Q1 | $343K | Buy |
27,847
+2,300
| +9% | +$28.3K | 0.03% | 523 |
|
|
2016
Q4 | $291K | Sell |
25,547
-3,463
| -12% | -$39.4K | 0.03% | 533 |
|
|
2016
Q3 | $379K | Buy |
29,010
+350
| +1% | +$4.57K | 0.04% | 430 |
|
|
2016
Q2 | $376K | Buy |
28,660
+3,100
| +12% | +$40.7K | 0.05% | 404 |
|
|
2016
Q1 | $312K | Buy |
+25,560
| New | +$312K | 0.04% | 441 |
|