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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

OUNZ holding history

VanEck Merk Gold ETF in every 13F filed by Bartlett & Co. Wealth Management 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 Q2 2026 holdings

Shares (Q2 2026)
7,000
Value
$270.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OUNZ by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,000$270.1K<0.1%00.0%UnchangedHolders
Q1 20267,000$304.1K<0.1%−500−6.7%ReducedHolders
Q4 20257,500$311.1K<0.1%00.0%UnchangedHolders
Q3 20257,500$278.9K<0.1%00.0%UnchangedHolders
Q2 20257,500$239.2K<0.1%00.0%UnchangedHolders
Q1 20257,500$226.1K<0.1%00.0%UnchangedHolders
Q4 20247,500$189.8K<0.1%00.0%UnchangedHolders
Q3 20247,500$190.4K<0.1%00.0%UnchangedHolders
Q2 20247,500$168.4K<0.1%00.0%UnchangedHolders
Q1 20247,500$161.1K<0.1%00.0%UnchangedHolders
Q4 20237,500$149.9K<0.1%00.0%UnchangedHolders
Q3 20237,500$134.2K<0.1%00.0%UnchangedHolders
Q2 20237,500$139.5K<0.1%00.0%UnchangedHolders
Q1 20237,500$143.3K<0.1%00.0%UnchangedHolders
Q4 20227,500$132.7K<0.1%00.0%UnchangedHolders
Q3 20227,500$121.0K<0.1%00.0%UnchangedHolders
Q2 20227,500$131.5K<0.1%00.0%UnchangedHolders
Q1 20227,500$141.2K<0.1%+7,500NewHolders
Q4 20210$00.0%−5,600−100.0%Sold outHolders
Q3 20215,600$95.7K<0.1%00.0%UnchangedHolders
Q2 20215,600$96.4K<0.1%00.0%UnchangedHolders
Q1 20215,600$93.1K<0.1%––Holders

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