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

Golden State 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
2026 Q2	$2.41M	Buy	62,354 +10,491	+20%	+$455K	0.22%	102
2026 Q1	$2.34M	Buy	51,863 +46,010	+786%	+$2.16M	0.26%	80
2025 Q4	$243K	Hold	5,853	–	–	0.03%	364
2025 Q3	$218K	Hold	5,853	–	–	0.02%	368
2025 Q2	$187K	Sell	5,853 -1,595	-21%	-$50.5K	0.02%	367
2025 Q1	$224K	Buy	7,448 +550	+8%	+$15.2K	0.03%	322
2024 Q4	$175K	Buy	+6,898	New	+$177K	0.03%	345
2022 Q1	$230K	Sell	12,202 -1,763	-13%	-$32.2K	0.05%	280
2021 Q4	$248K	Sell	13,965 -1,385	-9%	-$24.2K	0.04%	322
2021 Q3	$262K	Sell	15,350 -12,238	-44%	-$213K	0.06%	250
2021 Q2	$475K	Buy	27,588 +280	+1%	+$4.95K	0.1%	170
2021 Q1	$454K	Hold	27,308	–	–	0.15%	109
2020 Q4	$506K	Buy	27,308 +25,433	+1,356%	+$465K	0.15%	126
2020 Q3	$34K	Buy	+1,875	New	+$35K	0.01%	357

Other funds holding OUNZ

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Golden State Wealth Management's OUNZ Position: Q2 2026 in Review

Golden State Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 20% in Q2 2026, buying an estimated $455K and bringing the position to 62,354 shares worth $2.41M. The position accounts for 0.22% of the portfolio, ranked #102.

Golden State Wealth Management first reported a position in OUNZ in Q3 2020 and has held it in 14 quarters since. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Golden State Wealth Management held 62,354 shares of VanEck Merk Gold Trust worth $2.41M as of Q2 2026.
Golden State Wealth Management bought 10,491 VanEck Merk Gold Trust shares in Q2 2026, an estimated $455K.
VanEck Merk Gold Trust made up 0.22% of Golden State Wealth Management's portfolio in Q2 2026, its #102 holding.
Golden State Wealth Management first reported a position in VanEck Merk Gold Trust in Q3 2020 and has held it in 14 quarters since.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.