WP
WMS Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,415
| Closed | -$542K | – | 193 |
|
|
2024
Q4 | $542K | Buy |
21,415
+804
| +4% | +$20.3K | 0.03% | 173 |
|
|
2024
Q3 | $523K | Buy |
20,611
+1,718
| +9% | +$43.6K | 0.03% | 172 |
|
|
2024
Q2 | $424K | Buy |
18,893
+1,577
| +9% | +$35.4K | 0.03% | 168 |
|
|
2024
Q1 | $372K | Hold |
17,316
| – | – | 0.03% | 195 |
|
|
2023
Q4 | $346K | Buy |
17,316
+2,671
| +18% | +$53.3K | 0.03% | 193 |
|
|
2023
Q3 | $262K | Buy |
14,645
+795
| +6% | +$14.2K | 0.02% | 217 |
|
|
2023
Q2 | $258K | Buy |
+13,850
| New | +$258K | 0.02% | 241 |
|