GSWM
AA icon

Golden State Wealth Management’s Alcoa AA Stock Holding History

Golden State Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-120
Closed -$3.66K – 1569
2025
Q1 		$3.66K Buy
+120
New +$4.2K ﹤0.01% 1231
2020
Q2 		– Sell
-124
Closed -$1K – 204
2020
Q1 		$1K Buy
+124
New +$1.7K ﹤0.01% 892

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Golden State Wealth Management sold out of Alcoa (AA) in Q2 2025, closing a stake of 120 shares — an estimated $3.66K sold.

Golden State Wealth Management first reported a position in AA in Q1 2020 and held it in 2 quarters. The position peaked at $3.66K in Q1 2025. 474 funds tracked by Wall St. Rank hold AA as of Q2 2025.

  • Golden State Wealth Management reported no remaining Alcoa position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 120 Alcoa shares in Q2 2025, an estimated $3.66K.
  • Golden State Wealth Management first reported a position in Alcoa in Q1 2020 and held it in 2 quarters.
  • Golden State Wealth Management's Alcoa position peaked at $3.66K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Alcoa as of Q2 2025.

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