Whittier Trust’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
Q3 | $538K | Sell |
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|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $468K | Hold |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $409K | Hold |
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|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $354K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $358K | Hold |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $328K | Sell |
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|
2021
Q1 | $331K | Hold |
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|
2020
Q4 | $369K | Hold |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $311K | Hold |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $258K | Hold |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q4 | $140K | Sell |
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|
2018
Q3 | $241K | Hold |
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|
2018
Q2 | $253K | Hold |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $265K | Hold |
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $268K | Hold |
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|
2017
Q1 | $270K | Buy |
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|
2016
Q4 | $159K | Sell |
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|
2016
Q3 | $285K | Buy |
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|
2016
Q2 | $196K | Buy |
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