Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Sell |
52,309
-6,019
| -10% | -$282K | ﹤0.01% | 1846 |
|
|
2025
Q4 | $2.42M | Buy |
58,328
+12,301
| +27% | +$492K | ﹤0.01% | 1799 |
|
|
2025
Q3 | $1.71M | Buy |
46,027
+3,654
| +9% | +$122K | ﹤0.01% | 2018 |
|
|
2025
Q2 | $1.35M | Sell |
42,373
-6,012
| -12% | -$190K | ﹤0.01% | 2121 |
|
|
2025
Q1 | $1.46M | Buy |
48,385
+3,468
| +8% | +$95.9K | ﹤0.01% | 1984 |
|
|
2024
Q4 | $1.14M | Buy |
44,917
+14,301
| +47% | +$367K | ﹤0.01% | 2173 |
|
|
2024
Q3 | $777K | Sell |
30,616
-9,637
| -24% | -$231K | ﹤0.01% | 2394 |
|
|
2024
Q2 | $904K | Buy |
40,253
+3,447
| +9% | +$77.9K | ﹤0.01% | 2234 |
|
|
2024
Q1 | $791K | Buy |
36,806
+2,371
| +7% | +$47.5K | ﹤0.01% | 2335 |
|
|
2023
Q4 | $687K | Buy |
34,435
+238
| +0.7% | +$4.55K | ﹤0.01% | 2386 |
|
|
2023
Q3 | $612K | Buy |
34,197
+822
| +2% | +$15.3K | ﹤0.01% | 2384 |
|
|
2023
Q2 | $621K | Buy |
33,375
+1,686
| +5% | +$32.3K | ﹤0.01% | 2391 |
|
|
2023
Q1 | $605K | Sell |
31,689
-3,841
| -11% | -$70.5K | ﹤0.01% | 2409 |
|
|
2022
Q4 | $629K | Buy |
35,530
+3,705
| +12% | +$62.2K | ﹤0.01% | 2338 |
|
|
2022
Q3 | $513K | Sell |
31,825
-9,182
| -22% | -$154K | ﹤0.01% | 2416 |
|
|
2022
Q2 | $719K | Sell |
41,007
-2,050
| -5% | -$37.3K | ﹤0.01% | 2240 |
|
|
2022
Q1 | $811K | Sell |
43,057
-1,700
| -4% | -$31K | ﹤0.01% | 2264 |
|
|
2021
Q4 | $796K | Buy |
44,757
+2,486
| +6% | +$43.4K | ﹤0.01% | 2291 |
|
|
2021
Q3 | $722K | Sell |
42,271
-149
| -0.4% | -$2.6K | ﹤0.01% | 2337 |
|
|
2021
Q2 | $730K | Buy |
42,420
+457
| +1% | +$8.07K | ﹤0.01% | 2341 |
|
|
2021
Q1 | $698K | Sell |
41,963
-1,887
| -4% | -$33K | ﹤0.01% | 2260 |
|
|
2020
Q4 | $812K | Sell |
43,850
-4,450
| -9% | -$81.4K | ﹤0.01% | 2003 |
|
|
2020
Q3 | $888K | Buy |
48,300
+6,950
| +17% | +$130K | ﹤0.01% | 1718 |
|
|
2020
Q2 | $719K | Buy |
41,350
+1,900
| +5% | +$31.8K | ﹤0.01% | 1775 |
|
|
2020
Q1 | $606K | Buy |
+39,450
| New | +$610K | ﹤0.01% | 1743 |
|
Other funds holding OUNZ
MCM
PWA
AOWM
