Steward Partners Investment Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $555K | Hold |
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|
2025
Q2 | $476K | Buy |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $99K | Hold |
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|
2023
Q4 | $92K | Hold |
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|
2023
Q3 | $82.5K | Buy |
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|
2023
Q2 | $83.7K | Buy |
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|
2023
Q1 | $61.1K | Hold |
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|
2022
Q4 | $56.6K | Hold |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $62K | Buy |
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|
2022
Q1 | $65K | Buy |
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|
2021
Q4 | $36K | Sell |
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|
2021
Q3 | $60K | Sell |
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|
2021
Q2 | $62K | Buy |
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|
2021
Q1 | $44.7K | Sell |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | $277K | Buy |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | $100K | Buy |
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|
2019
Q4 | $50K | Buy |
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