Golden State Wealth Management’s United States Oil Fund USO Stock Holding History

Golden State Wealth Management’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$309	–	1664
2025 Q1	$309	Hold	4	–	–	﹤0.01%	1534
2024 Q4	$302	Buy	+4	New	+$292	﹤0.01%	1455
2020 Q2	–	Sell	-13	Closed	–	–	869
2020 Q1	$0	Buy	+13	New	+$1K	﹤0.01%	1012
2019 Q4	–	Sell	-50	Closed	-$5K	–	890
2019 Q3	$5K	Hold	50	–	–	﹤0.01%	869
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	916
2019 Q1	$5K	Buy	+50	New	+$4.6K	﹤0.01%	909

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Golden State Wealth Management's USO Position: Q2 2025 in Review

Golden State Wealth Management sold out of United States Oil Fund (USO) in Q2 2025, closing a stake of 4 shares — an estimated $309 sold.

Golden State Wealth Management first reported a position in USO in Q1 2019 and held it in 6 quarters. The position peaked at $5K in Q3 2019. 148 funds tracked by Wall St. Rank hold USO as of Q2 2025.

Golden State Wealth Management reported no remaining United States Oil Fund position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 4 United States Oil Fund shares in Q2 2025, an estimated $309.
Golden State Wealth Management first reported a position in United States Oil Fund in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's United States Oil Fund position peaked at $5K in Q3 2019.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.