Sigma Planning Corp’s VanEck Merk Gold Trust OUNZ Stock Holding History

Sigma Planning Corp’s Portfolio OUNZ Stock Details OUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.6M	Buy	57,808 +9,219	+19%	+$432K	0.07%	289
2025 Q4	$1.99M	Sell	48,589 -5,327	-10%	-$213K	0.06%	336
2025 Q3	$2.01M	Sell	53,916 -14,485	-21%	-$483K	0.06%	322
2025 Q2	$2.18M	Buy	68,401 +14,265	+26%	+$452K	0.07%	284
2025 Q1	$1.63M	Buy	54,136 +10,632	+24%	+$294K	0.05%	339
2024 Q4	$1.1M	Sell	43,504 -1,099	-2%	-$28.2K	0.03%	461
2024 Q3	$1.13M	Buy	44,603 +509	+1%	+$12.2K	0.03%	464
2024 Q2	$990K	Sell	44,094 -1,955	-4%	-$44.2K	0.03%	493
2024 Q1	$989K	Buy	46,049 +28,418	+161%	+$569K	0.03%	510
2023 Q4	$352K	Sell	17,631 -36,844	-68%	-$705K	0.03%	579
2023 Q3	$975K	Sell	54,475 -11,208	-17%	-$209K	0.04%	474
2023 Q2	$1.22M	Sell	65,683 -16,555	-20%	-$317K	0.04%	401
2023 Q1	$1.57M	Sell	82,238 -21,169	-20%	-$388K	0.05%	363
2022 Q4	$1.83M	Sell	103,407 -2,473	-2%	-$41.5K	0.07%	299
2022 Q3	$1.71M	Sell	105,880 -133,888	-56%	-$2.24M	0.07%	294
2022 Q2	$4.2M	Buy	239,768 +69,193	+41%	+$1.26M	0.15%	145
2022 Q1	$3.21M	Buy	170,575 +134,444	+372%	+$2.46M	0.1%	208
2021 Q4	$642K	Sell	36,131 -28,586	-44%	-$499K	0.02%	737
2021 Q3	$1.11M	Buy	64,717 +1,360	+2%	+$23.7K	0.03%	507
2021 Q2	$1.09M	Buy	63,357 +5,568	+10%	+$98.4K	0.03%	522
2021 Q1	$961K	Sell	57,789 -42,548	-42%	-$743K	0.03%	514
2020 Q4	$1.86M	Buy	100,337 +51,920	+107%	+$950K	0.06%	291
2020 Q3	$890K	Buy	+48,417	New	+$904K	0.04%	434
2017 Q4	–	Sell	-25,962	Closed	-$328K	–	884
2017 Q3	$328K	Sell	25,962 -2,075	-7%	-$26.2K	0.03%	569
2017 Q2	$344K	Buy	28,037 +190	+0.7%	+$2.36K	0.03%	524
2017 Q1	$343K	Buy	27,847 +2,300	+9%	+$27.8K	0.03%	523
2016 Q4	$291K	Sell	25,547 -3,463	-12%	-$41.7K	0.03%	535
2016 Q3	$379K	Buy	29,010 +350	+1%	+$4.63K	0.05%	432
2016 Q2	$376K	Buy	28,660 +3,100	+12%	+$38.8K	0.05%	405
2016 Q1	$312K	Buy	+25,560	New	+$301K	0.04%	442