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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $928K | Buy |
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|
2023
Q4 | $864K | Sell |
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|
2023
Q3 | $789K | Buy |
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|
2023
Q2 | $753K | Sell |
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|
2023
Q1 | $841K | Sell |
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|
2022
Q4 | $788K | Buy |
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|
2022
Q3 | $696K | Buy |
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|
2022
Q2 | $727K | Buy |
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|
2022
Q1 | $649K | Buy |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $361K | Buy |
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|
2021
Q2 | $276K | Buy |
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