GSWM
USAR

Golden State Wealth Management’s USA Rare Earth Inc USAR Stock Holding History

Golden State Wealth Management’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$151K Buy
+7,000
New +$160K 0.01% 473
2025
Q3 		– Sell
-1,000
Closed -$11K – 1702
2025
Q2 		$11K Buy
+1,000
New +$10.6K ﹤0.01% 1057

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Alyeska Investment Group
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Golden State Wealth Management opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 7,000 shares worth $151K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in USAR as recently as Q2 2025.

Golden State Wealth Management first reported a position in USAR in Q2 2025 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Golden State Wealth Management held 7,000 shares of USA Rare Earth Inc worth $151K as of Q2 2026.
  • USA Rare Earth Inc was a new Golden State Wealth Management position in Q2 2026.
  • USA Rare Earth Inc made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Golden State Wealth Management first reported a position in USA Rare Earth Inc in Q2 2025 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

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