Tower Wealth Partners’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 | $1.53M | Sell |
48,114
-2,731
| -5% | -$87.1K | 0.91% | 17 |
|
|
2025
Q1 | $1.53M | Buy |
50,845
+57
| +0.1% | +$1.72K | 0.82% | 20 |
|
|
2024
Q4 | $1.28M | Buy |
50,788
+109
| +0.2% | +$2.76K | 0.67% | 22 |
|
|
2024
Q3 | $1.29M | Buy |
50,679
+495
| +1% | +$12.6K | 0.75% | 20 |
|
|
2024
Q2 | $1.13M | Sell |
50,184
-4,290
| -8% | -$96.4K | 0.7% | 20 |
|
|
2024
Q1 | $1.17M | Buy |
54,474
+965
| +2% | +$20.7K | 0.76% | 20 |
|
|
2023
Q4 | $1.07M | Sell |
53,509
-2,298
| -4% | -$45.9K | 0.75% | 19 |
|
|
2023
Q3 | $998K | Sell |
55,807
-1,278
| -2% | -$22.9K | 0.82% | 18 |
|
|
2023
Q2 | $1.06M | Sell |
57,085
-834
| -1% | -$15.5K | 0.85% | 18 |
|
|
2023
Q1 | $1.11M | Sell |
57,919
-138
| -0.2% | -$2.64K | 0.92% | 17 |
|
|
2022
Q4 | $1.03M | Buy |
58,057
+322
| +0.6% | +$5.7K | 0.89% | 18 |
|
|
2022
Q3 | $915K | Sell |
57,735
-60
| -0.1% | -$951 | 0.87% | 17 |
|
|
2022
Q2 | $1.01M | Sell |
57,795
-3,464
| -6% | -$60.7K | 1.35% | 13 |
|
|
2022
Q1 | $1.15M | Sell |
61,259
-454
| -0.7% | -$8.55K | 1.25% | 14 |
|
|
2021
Q4 | $1.1M | Buy |
61,713
+112
| +0.2% | +$1.99K | 1.11% | 14 |
|
|
2021
Q3 | $1.05M | Buy |
61,601
+916
| +2% | +$15.7K | 1.11% | 14 |
|
|
2021
Q2 | $1.05M | Sell |
60,685
-1,135
| -2% | -$19.5K | 1.15% | 15 |
|
|
2021
Q1 | $1.03M | Buy |
61,820
+3,904
| +7% | +$64.9K | 1.33% | 14 |
|
|
2020
Q4 | $1.07M | Buy |
+57,916
| New | +$1.07M | 1.23% | 13 |
|