Strategic Financial Concepts’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
$253K Sell
7,927
-5,741
-42% -$183K 0.04% 223
2025
Q1
$412K Sell
13,668
-948
-6% -$28.6K 0.08% 198
2024
Q4
$370K Buy
14,616
+4,700
+47% +$119K 0.07% 209
2024
Q3
$252K Sell
9,916
-224,982
-96% -$5.71M 0.08% 203
2024
Q2
$110K Buy
234,898
+220,493
+1,531% +$103K 0.06% 173
2024
Q1
$309K Buy
+14,405
New +$309K 0.07% 223
2023
Q4
Sell
-23,898
Closed -$428K 222
2023
Q3
$428K Buy
+23,898
New +$428K 0.14% 149