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Golden State Equity Partners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Golden State Equity Partners’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
2026
Q2 		– Sell
-25,807
Closed -$1.16M – 1305
2026
Q1 		$1.16M Buy
+25,807
New +$1.21M 0.09% 258

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PWA
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Raymond James Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM

Golden State Equity Partners's OUNZ Position: Q2 2026 in Review

Golden State Equity Partners sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2026, closing a stake of 25,807 shares — an estimated $1.16M sold.

Golden State Equity Partners first reported a position in OUNZ in Q1 2026 and held it in 1 quarter. The position peaked at $1.16M in Q1 2026. 267 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

  • Golden State Equity Partners reported no remaining VanEck Merk Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 25,807 VanEck Merk Gold Trust shares in Q2 2026, an estimated $1.16M.
  • Golden State Equity Partners first reported a position in VanEck Merk Gold Trust in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's VanEck Merk Gold Trust position peaked at $1.16M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.