Whitaker-Myers Wealth Managers’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 | $474K | Sell |
14,874
-376
| -2% | -$12K | 0.12% | 79 |
|
|
2025
Q1 | $460K | Buy |
15,250
+54
| +0.4% | +$1.63K | 0.13% | 71 |
|
|
2024
Q4 | $384K | Buy |
15,196
+384
| +3% | +$9.72K | 0.11% | 75 |
|
|
2024
Q3 | $376K | Buy |
14,812
+1,412
| +11% | +$35.9K | 0.13% | 73 |
|
|
2024
Q2 | $301K | Buy |
13,400
+1,991
| +17% | +$44.7K | 0.11% | 77 |
|
|
2024
Q1 | $245K | Buy |
11,409
+260
| +2% | +$5.59K | 0.1% | 83 |
|
|
2023
Q4 | $223K | Hold |
11,149
| – | – | 0.11% | 78 |
|
|
2023
Q3 | $199K | Buy |
11,149
+27
| +0.2% | +$483 | 0.12% | 75 |
|
|
2023
Q2 | $207K | Buy |
+11,122
| New | +$207K | 0.14% | 70 |
|