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
Q2 		– Sell
-10,100
Closed -$305K – 1615
2026
Q1 		$305K Buy
+10,100
New +$315K 0.02% 573

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TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $179M AUM
FGC
First Growth Capital Pikesville, Maryland $132M AUM
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Golden State Equity Partners's ISTM Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Strategic Metals ETF (ISTM) in Q2 2026, closing a stake of 10,100 shares — an estimated $305K sold.

Golden State Equity Partners first reported a position in ISTM in Q1 2026 and held it in 1 quarter. The position peaked at $305K in Q1 2026. 20 funds tracked by Wall St. Rank hold ISTM as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Strategic Metals ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 10,100 iShares Strategic Metals ETF shares in Q2 2026, an estimated $305K.
  • Golden State Equity Partners first reported a position in iShares Strategic Metals ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Strategic Metals ETF position peaked at $305K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.