Walkner Condon Financial Advisors’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	$1.95M	Buy	43,352 +229	+0.5%	+$10.7K	0.26%	77
2025 Q4	$1.79M	Sell	43,123 -1,173	-3%	-$46.9K	0.25%	81
2025 Q3	$1.65M	Buy	44,296 +632	+1%	+$21.1K	0.26%	79
2025 Q2	$1.39M	Buy	43,664 +2,049	+5%	+$64.9K	0.26%	80
2025 Q1	$1.25M	Buy	41,615 +7	+0%	+$194	0.25%	81
2024 Q4	$1.05M	Sell	41,608 -14	-0%	-$360	0.21%	92
2024 Q3	$1.06M	Sell	41,622 -1,648	-4%	-$39.4K	0.22%	95
2024 Q2	$965K	Sell	43,270 -16	-0%	-$361	0.21%	96
2024 Q1	$928K	Buy	43,286 +10	+0%	+$200	0.2%	100
2023 Q4	$864K	Sell	43,276 -804	-2%	-$15.4K	0.2%	104
2023 Q3	$789K	Buy	44,080 +3,558	+9%	+$66.4K	0.21%	100
2023 Q2	$753K	Sell	40,522 -3,499	-8%	-$67.1K	0.2%	98
2023 Q1	$841K	Sell	44,021 -542	-1%	-$9.94K	0.24%	93
2022 Q4	$788K	Buy	44,563 +1,420	+3%	+$23.8K	0.24%	87
2022 Q3	$696K	Buy	43,143 +1,662	+4%	+$27.8K	0.22%	93
2022 Q2	$727K	Buy	41,481 +6,992	+20%	+$127K	0.23%	94
2022 Q1	$649K	Buy	34,489 +4,129	+14%	+$75.4K	0.18%	102
2021 Q4	$540K	Buy	30,360 +9,143	+43%	+$160K	0.35%	67
2021 Q3	$361K	Buy	21,217 +4,990	+31%	+$86.9K	0.18%	103
2021 Q2	$276K	Buy	+16,227	New	+$287K	0.1%	138