Golden State Wealth Management, LLC
Position in OUNZ — VanEck Merk Gold ETF
CIK 1776033
SANTA ANA, CA
Position in OUNZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,406,240
+$69,812 QoQ
Shares Held
62,354
+20.2% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#70
of 268 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OUNZ Over Time
Shares Held
Position Value (USD)
All Filings in OUNZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,406,240 | 62,354 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,336,428 | 51,863 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $242,782 | 5,853 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $217,673 | 5,853 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $186,652 | 5,853 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $224,482 | 7,448 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $174,519 | 6,898 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $229,763 | 12,202 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $248,297 | 13,965 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $262,331 | 15,350 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $475,065 | 27,588 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $454,132 | 27,308 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $505,744 | 27,308 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $34,481 | 1,875 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||