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Golden State Wealth Management, LLC → OUNZ

Golden State Wealth Management, LLC OUNZ Position History

VanEck Merk Gold Trust • Basic Materials

Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$218K
Q4 2025$243K
Q1 2026$2.3M
Q2 2026$2.4M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M72.8K——
Q2 2026$2.4M62.4K——
Q1 2026$2.3M51.9K——
Q4 2025$243K5.9K——
Q3 2025$218K5.9K——

Other funds holding OUNZ

Other Golden State Wealth Management, LLC positions

ETHA

ISHARES CORE

$82.2M
ETHA

ISHARES CORE

$79.1M
ETHA

ISHARES CORE

$67.5M
ETHA

ISHARES CORE

$65.3M
ETHA

ISHARES CORE

$64.7M
SPY

STATE STREET

$54.6M
SPY

SPDR S&P

$53.7M
SPY

SPDR S&P

$53.4M
Golden State Wealth Management, LLC OUNZ Holdings: 13F Position History | Track13F