Whitaker-Myers Wealth Managers’s VanEck Merk Gold Trust OUNZ Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio OUNZ Stock Details OUNZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$539K	Sell
2025 Q2	$474K	Sell
2025 Q1	$460K	Buy
2024 Q4	$384K	Buy
2024 Q3	$376K	Buy
2024 Q2	$301K	Buy
2024 Q1	$245K	Buy
2023 Q4	$223K	Hold
2023 Q3	$199K	Buy
2023 Q2	$207K	Buy