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Silver Oak Securities’s
VanEck Merk Gold Trust
OUNZ
Stock Holding History
Silver Oak Securities’s Portfolio
OUNZ Stock Details
OUNZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$14.6M
Sell
323,003
-16,810
-5%
-$788K
1.06%
15
2025
Q4
$14.2M
Sell
339,813
-39,975
-11%
-$1.6M
0.96%
18
2025
Q3
$14.1M
Buy
379,788
+2,639
+0.7%
+$88K
1.06%
14
2025
Q2
$12M
Sell
377,149
-9,410
-2%
-$298K
0.98%
19
2025
Q1
$11.5M
Buy
386,559
+9,952
+3%
+$275K
1.05%
16
2024
Q4
$9.47M
Buy
376,607
+100,304
+36%
+$2.58M
0.88%
23
2024
Q3
$7.08M
Buy
276,303
+92,918
+51%
+$2.22M
0.75%
33
2024
Q2
$4.12M
Sell
183,385
-12,028
-6%
-$272K
0.62%
41
2024
Q1
$4.2M
Sell
195,413
-52,531
-21%
-$1.05M
0.64%
36
2023
Q4
$4.95M
Buy
247,944
+122,003
+97%
+$2.33M
0.66%
35
2023
Q3
$2.25M
Sell
125,941
-75,023
-37%
-$1.4M
0.49%
40
2023
Q2
$3.74M
Buy
200,964
+3,845
+2%
+$73.7K
0.6%
33
2023
Q1
$3.77M
Buy
197,119
+3,702
+2%
+$67.9K
0.62%
34
2022
Q4
$3.42M
Buy
193,417
+67,476
+54%
+$1.13M
0.64%
34
2022
Q3
$2.25M
Sell
125,941
-68,778
-35%
-$1.15M
0.49%
40
2022
Q2
$3.26M
Sell
194,719
-32,574
-14%
-$592K
0.73%
26
2022
Q1
$4.29M
Buy
+227,293
New
+$4.15M
0.87%
20
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PWA
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1-Year Est. Return
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$94B AUM
20.14%
1-Year Est. Return
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1-Year Est. Return
AOWM
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$904M AUM
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$38.8B AUM
21.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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