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 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 $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Golden State Wealth Management's OUNZ Position: Q1 2026 in Review

Golden State Wealth Management increased its VanEck Merk Gold Trust (OUNZ) stake by 786% in Q1 2026, buying an estimated $2.16M and bringing the position to 51,863 shares worth $2.34M. The position accounts for 0.26% of the portfolio, ranked #80.

Golden State Wealth Management first reported a position in OUNZ in Q3 2020 and has held it in 13 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Golden State Wealth Management held 51,863 shares of VanEck Merk Gold Trust worth $2.34M as of Q1 2026.
Golden State Wealth Management bought 46,010 VanEck Merk Gold Trust shares in Q1 2026, an estimated $2.16M.
VanEck Merk Gold Trust made up 0.26% of Golden State Wealth Management's portfolio in Q1 2026, its #80 holding.
Golden State Wealth Management first reported a position in VanEck Merk Gold Trust in Q3 2020 and has held it in 13 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.