Golden State Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Sell	9,877 -17,869	-64%	-$201K	0.01%	503
2025 Q4	$313K	Sell	27,746 -10,368	-27%	-$120K	0.03%	321
2025 Q3	$468K	Sell	38,114 -2,884	-7%	-$35.4K	0.05%	250
2025 Q2	$502K	Sell	40,998 -3,230	-7%	-$38.9K	0.06%	235
2025 Q1	$558K	Sell	44,228 -691	-2%	-$8.76K	0.08%	190
2024 Q4	$565K	Buy	+44,919	New	+$571K	0.08%	181
2022 Q1	$473K	Buy	32,574 +3,072	+10%	+$46.3K	0.09%	179
2021 Q4	$476K	Buy	+29,502	New	+$505K	0.08%	220
2020 Q4	–	Sell	-2,454	Closed	-$39K	–	278
2020 Q3	$39K	Buy	+2,454	New	+$39.3K	0.01%	348
2020 Q2	–	Sell	-3,798	Closed	-$51K	–	357
2020 Q1	$51K	Buy	+3,798	New	+$69.8K	0.02%	354
2019 Q4	–	Sell	-78,282	Closed	-$1.56M	–	261
2019 Q3	$1.56M	Sell	78,282 -10,731	-12%	-$214K	0.51%	36
2019 Q2	$1.78M	Buy	89,013 +58,649	+193%	+$1.18M	0.56%	35
2019 Q1	$605K	Buy	+30,364	New	+$588K	0.2%	103

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Golden State Wealth Management reduced its DoubleLine Income Solutions Fund (DSL) stake by 64% in Q1 2026, selling an estimated $201K and leaving 9,877 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #503.

Golden State Wealth Management first reported a position in DSL in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.78M in Q2 2019. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Golden State Wealth Management held 9,877 shares of DoubleLine Income Solutions Fund worth $107K as of Q1 2026.
Golden State Wealth Management sold 17,869 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $201K.
DoubleLine Income Solutions Fund made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #503 holding.
Golden State Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's DoubleLine Income Solutions Fund position peaked at $1.78M in Q2 2019.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

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