Golden State Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Golden State Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-262	Closed	-$11.5K	–	1574
2025 Q1	$11.5K	Buy	+262	New	+$11.5K	﹤0.01%	964
2020 Q2	–	Sell	-456	Closed	-$17K	–	297
2020 Q1	$17K	Buy	+456	New	+$17.9K	0.01%	525
2019 Q4	–	Sell	-456	Closed	-$18K	–	97
2019 Q3	$18K	Hold	456	–	–	0.01%	629
2019 Q2	$17K	Hold	456	–	–	0.01%	638
2019 Q1	$17K	Buy	+456	New	+$16.9K	0.01%	656

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

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

Golden State Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 262 shares — an estimated $11.5K sold.

Golden State Wealth Management first reported a position in AOM in Q1 2019 and held it in 5 quarters. The position peaked at $18K in Q3 2019. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

Golden State Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 262 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $11.5K.
Golden State Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's iShares Core Moderate Allocation ETF position peaked at $18K in Q3 2019.
268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

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