SEC 13F Intelligence

Lionsbridge Wealth Management LLC / OUNZ

Lionsbridge Wealth Management LLC’s Vaneck Merk Gold Etf Position

Does Lionsbridge Wealth Management LLC own Vaneck Merk Gold Etf (OUNZ)? Not currently — the last reported position was 49.8K shares worth $916,000 in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$916,000
Q3 2020
Shares
49.8K
% of Portfolio
+1.10%
Quarters Held
1
position exited

Position History OUNZ

Reported value by quarter
Q3 ’20: $916,000Q3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202049.8K$916,000+1.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of OUNZ.