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 Q2	$16.5K	Sell	1,490 -8,387	-85%	-$91.9K	﹤0.01%	990
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	–	414
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 $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Golden State Wealth Management's DSL Position: Q2 2026 in Review

Golden State Wealth Management reduced its DoubleLine Income Solutions Fund (DSL) stake by 85% in Q2 2026, selling an estimated $91.9K and leaving 1,490 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Golden State Wealth Management first reported a position in DSL in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.78M in Q2 2019. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Golden State Wealth Management held 1,490 shares of DoubleLine Income Solutions Fund worth $16.5K as of Q2 2026.
Golden State Wealth Management sold 8,387 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $91.9K.
DoubleLine Income Solutions Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #990 holding.
Golden State Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2019 and has held it in 14 quarters since.
Golden State Wealth Management's DoubleLine Income Solutions Fund position peaked at $1.78M in Q2 2019.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.