Golden State Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52K	Hold	273	–	–	﹤0.01%	1388
2025 Q4	$1.54K	Hold	273	–	–	﹤0.01%	1434
2025 Q3	$1.56K	Hold	273	–	–	﹤0.01%	1429
2025 Q2	$1.48K	Hold	273	–	–	﹤0.01%	1390
2025 Q1	$1.33K	Hold	273	–	–	﹤0.01%	1384
2024 Q4	$1.4K	Buy	+273	New	+$1.45K	﹤0.01%	1303
2020 Q2	–	Sell	-273	Closed	-$2K	–	470
2020 Q1	$2K	Buy	+273	New	+$2.48K	﹤0.01%	857
2019 Q4	–	Sell	-273	Closed	-$2K	–	394
2019 Q3	$2K	Hold	273	–	–	﹤0.01%	965
2019 Q2	$2K	Hold	273	–	–	﹤0.01%	980
2019 Q1	$3K	Buy	+273	New	+$2.55K	﹤0.01%	977

Other funds holding GLO

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PCM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

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

Golden State Wealth Management held its Clough Global Opportunities Fund (GLO) position steady in Q1 2026 at 273 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Golden State Wealth Management first reported a position in GLO in Q1 2019 and has held it in 10 quarters since. The position peaked at $3K in Q1 2019. 66 funds tracked by Wall St. Rank hold GLO as of Q1 2026.

Golden State Wealth Management held 273 shares of Clough Global Opportunities Fund worth $1.52K as of Q1 2026.
Golden State Wealth Management left its Clough Global Opportunities Fund share count unchanged in Q1 2026.
Clough Global Opportunities Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1388 holding.
Golden State Wealth Management first reported a position in Clough Global Opportunities Fund in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Clough Global Opportunities Fund position peaked at $3K in Q1 2019.
66 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2026.

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