GSWM
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Golden State Wealth Management’s Global Industrial GIC Stock Holding History

Golden State Wealth Management’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-128
Closed -$4.05K – 1651
2026
Q1 		$4.05K Buy
128
+1
+0.8% +$31 ﹤0.01% 1248
2025
Q4 		$3.72K Buy
127
+109
+606% +$3.32K ﹤0.01% 1291
2025
Q3 		$660 Buy
+18
New +$604 ﹤0.01% 1547

Other funds holding GIC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Golden State Wealth Management sold out of Global Industrial (GIC) in Q2 2026, closing a stake of 128 shares — an estimated $4.05K sold.

Golden State Wealth Management first reported a position in GIC in Q3 2025 and held it in 3 quarters. The position peaked at $4.05K in Q1 2026. 14 funds tracked by Wall St. Rank hold GIC as of Q2 2026.

  • Golden State Wealth Management reported no remaining Global Industrial position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 128 Global Industrial shares in Q2 2026, an estimated $4.05K.
  • Golden State Wealth Management first reported a position in Global Industrial in Q3 2025 and held it in 3 quarters.
  • Golden State Wealth Management's Global Industrial position peaked at $4.05K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Global Industrial as of Q2 2026.

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