Spectrum Planning & Advisory Services’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 | $622K | Buy |
19,504
+77
| +0.4% | +$2.46K | 0.4% | 45 |
|
|
2025
Q1 | $586K | Hold |
19,427
| – | – | 0.49% | 36 |
|
|
2024
Q4 | $492K | Hold |
19,427
| – | – | 0.43% | 36 |
|
|
2024
Q3 | $493K | Buy |
19,427
+6,526
| +51% | +$166K | 0.47% | 31 |
|
|
2024
Q2 | $290K | Buy |
+12,901
| New | +$290K | 0.28% | 41 |
|
|
2023
Q4 | $258K | Hold |
12,901
| – | – | 0.36% | 40 |
|
|
2023
Q3 | $231K | Hold |
12,901
| – | – | 0.36% | 36 |
|
|
2023
Q2 | $240K | Hold |
12,901
| – | – | 0.36% | 34 |
|
|
2023
Q1 | $246K | Hold |
12,901
| – | – | 0.4% | 31 |
|
|
2022
Q4 | $228K | Buy |
+12,901
| New | +$228K | 0.31% | 35 |
|