WCFA
Walkner Condon Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
43,664
+2,049
| +5% | +$65.3K | 0.26% | 80 |
|
|
2025
Q1 | $1.25M | Buy |
41,615
+7
| +0% | +$211 | 0.25% | 81 |
|
|
2024
Q4 | $1.05M | Sell |
41,608
-14
| -0% | -$354 | 0.21% | 92 |
|
|
2024
Q3 | $1.06M | Sell |
41,622
-1,648
| -4% | -$41.9K | 0.22% | 95 |
|
|
2024
Q2 | $965K | Sell |
43,270
-16
| -0% | -$357 | 0.21% | 96 |
|
|
2024
Q1 | $928K | Buy |
43,286
+10
| +0% | +$214 | 0.2% | 100 |
|
|
2023
Q4 | $864K | Sell |
43,276
-804
| -2% | -$16K | 0.2% | 104 |
|
|
2023
Q3 | $789K | Buy |
44,080
+3,558
| +9% | +$63.7K | 0.21% | 100 |
|
|
2023
Q2 | $753K | Sell |
40,522
-3,499
| -8% | -$65.1K | 0.2% | 98 |
|
|
2023
Q1 | $841K | Sell |
44,021
-542
| -1% | -$10.4K | 0.24% | 93 |
|
|
2022
Q4 | $788K | Buy |
44,563
+1,420
| +3% | +$25.1K | 0.24% | 87 |
|
|
2022
Q3 | $696K | Buy |
43,143
+1,662
| +4% | +$26.8K | 0.22% | 93 |
|
|
2022
Q2 | $727K | Buy |
41,481
+6,992
| +20% | +$123K | 0.23% | 94 |
|
|
2022
Q1 | $649K | Buy |
34,489
+4,129
| +14% | +$77.7K | 0.18% | 102 |
|
|
2021
Q4 | $540K | Buy |
30,360
+9,143
| +43% | +$163K | 0.35% | 67 |
|
|
2021
Q3 | $361K | Buy |
21,217
+4,990
| +31% | +$84.9K | 0.18% | 103 |
|
|
2021
Q2 | $276K | Buy |
+16,227
| New | +$276K | 0.1% | 138 |
|