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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

OUNZ holding history

VanEck Merk Gold ETF in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OUNZ overviewAll 13F holders of OUNZFull Q4 2023 holdings

Shares (Q4 2023)
7,500
Value
$150.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of OUNZ by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20237,500$150.0K<0.1%00.0%UnchangedHolders
Q3 20237,500$134.0K<0.1%00.0%UnchangedHolders
Q2 20237,500$140.0K<0.1%00.0%UnchangedHolders
Q1 20237,500$143.0K<0.1%00.0%UnchangedHolders
Q4 20227,500$133.0K<0.1%00.0%UnchangedHolders
Q3 20227,500$121.0K<0.1%00.0%UnchangedHolders
Q2 20227,500$131.0K<0.1%00.0%UnchangedHolders
Q1 20227,500$141.0K<0.1%+7,500NewHolders
Q4 20210$00.0%−5,600−100.0%Sold outHolders
Q3 20215,600$96.0K<0.1%00.0%UnchangedHolders
Q2 20215,600$96.0K<0.1%00.0%UnchangedHolders
Q1 20215,600$93.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.