Strategic Financial Concepts, LLC Van Eck Merk Gold Trust Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Van Eck Merk Gold Trust stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 7,927 shares of OUNZ stock, worth $305,348. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,927
Previous 13,668 42.0%
Holding current value
$305,348
Previous $412 Million 38.64%
% of portfolio
0.04%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$28.68 - $33.09 $164,651 - $189,969
-5,741 Reduced 42.0%
7,927 $253 Million
Q1 2025

Apr 28, 2025
SELL
$25.41 - $30.14 $24,088 - $28,572
-948 Reduced 6.49%
13,668 $412 Million
Q4 2024

Jan 30, 2025
SELL
$24.72 - $26.9 $5.96 Million - $6.48 Million
-240,959 Reduced 94.28%
14,616 $370 Million
Q4 2024

Jan 27, 2025
BUY
$24.72 - $26.9 $6.07 Million - $6.61 Million
245,659 Added 2477.4%
255,575 $370 Million
Q3 2024

Nov 12, 2024
SELL
$22.51 - $25.83 $5.06 Million - $5.81 Million
-224,982 Reduced 95.78%
9,916 $252 Million
Q2 2024

Aug 06, 2024
BUY
$21.7 - $23.46 $4.78 Million - $5.17 Million
220,493 Added 1530.67%
234,898 $110 Million
Q1 2024

Apr 22, 2024
BUY
$19.26 - $21.48 $277,440 - $309,419
14,405 New
14,405 $309 Million
Q3 2023

Nov 07, 2023
BUY
$17.89 - $19.16 $427,535 - $457,885
23,898 New
23,898 $428 Million

Others Institutions Holding OUNZ

# of Institutions
238
Shares Held
28.7M
Call Options Held
73.4K
Put Options Held
5.1K
View Full List

About VanEck Merk Gold Trust

OUNZ Quotes by TradingView
  • Ticker OUNZ
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 36,516,806
  • Market Cap $1.41B
More about OUNZ
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email