Golden State Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-23,653	Closed	-$314K	–	1637
2025 Q4	$314K	Sell	23,653 -11,960	-34%	-$151K	0.03%	319
2025 Q3	$434K	Sell	35,613 -1,400	-4%	-$14.7K	0.05%	262
2025 Q2	$281K	Sell	37,013 -2,300	-6%	-$17.1K	0.03%	311
2025 Q1	$323K	Buy	39,313 +23,720	+152%	+$241K	0.05%	281
2024 Q4	$147K	Buy	+15,593	New	+$188K	0.02%	369
2020 Q4	–	Sell	-1,000	Closed	-$6K	–	256
2020 Q3	$6K	Buy	+1,000	New	+$6.02K	﹤0.01%	413
2019 Q3	–	Sell	-2,010	Closed	-$21K	–	1075
2019 Q2	$21K	Sell	2,010 -8,196	-80%	-$80.8K	0.01%	609
2019 Q1	$102K	Buy	+10,206	New	+$102K	0.03%	320

Other funds holding CLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Golden State Wealth Management's CLF Position: Q1 2026 in Review

Golden State Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2026, closing a stake of 23,653 shares — an estimated $314K sold.

Golden State Wealth Management first reported a position in CLF in Q1 2019 and held it in 8 quarters. The position peaked at $434K in Q3 2025. 567 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

Golden State Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 23,653 Cleveland-Cliffs shares in Q1 2026, an estimated $314K.
Golden State Wealth Management first reported a position in Cleveland-Cliffs in Q1 2019 and held it in 8 quarters.
Golden State Wealth Management's Cleveland-Cliffs position peaked at $434K in Q3 2025.
567 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

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