GSEP
ISTM

Golden State Equity Partners’s iShares Strategic Metals ETF ISTM Stock Holding History

Golden State Equity Partners’s Portfolio ISTM Stock Details ISTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$305K Buy
+10,100
New +$315K 0.02% 573

Other funds holding ISTM

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Golden State Equity Partners's ISTM Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in iShares Strategic Metals ETF (ISTM) in Q1 2026: 10,100 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #573 among its holdings.

13 funds tracked by Wall St. Rank hold ISTM as of Q1 2026.

  • Golden State Equity Partners held 10,100 shares of iShares Strategic Metals ETF worth $305K as of Q1 2026.
  • iShares Strategic Metals ETF was a new Golden State Equity Partners position in Q1 2026.
  • iShares Strategic Metals ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #573 holding.
  • 13 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q1 2026.

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