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Lionsbridge Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Lionsbridge Wealth Management’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-49,818
Closed -$916K – 53
2020
Q3 		$916K Buy
+49,818
New +$930K 1.1% 36

Other funds holding OUNZ

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MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Lionsbridge Wealth Management's OUNZ Position: Q4 2020 in Review

Lionsbridge Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2020, closing a stake of 49,818 shares — an estimated $916K sold.

Lionsbridge Wealth Management first reported a position in OUNZ in Q3 2020 and held it in 1 quarter. The position peaked at $916K in Q3 2020. 86 funds tracked by Wall St. Rank hold OUNZ as of Q4 2020.

  • Lionsbridge Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q4 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 49,818 VanEck Merk Gold Trust shares in Q4 2020, an estimated $916K.
  • Lionsbridge Wealth Management first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 1 quarter.
  • Lionsbridge Wealth Management's VanEck Merk Gold Trust position peaked at $916K in Q3 2020.
  • 86 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.