GSWM
IAF

Golden State Wealth Management’s abrdn Australia Equity Fund IAF Stock Holding History

Golden State Wealth Management’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.3K Buy
2,526
+70
+3% +$886 ﹤0.01% 847
2026
Q1 		$29.8K Buy
2,456
+136
+6% +$1.81K ﹤0.01% 817
2025
Q4 		$30K Sell
2,320
-1
-0% -$13 ﹤0.01% 819
2025
Q3 		$32K Buy
2,321
+59
+3% +$806 ﹤0.01% 793
2025
Q2 		$30.3K Buy
2,262
+726
+47% +$9.18K ﹤0.01% 768
2025
Q1 		$18.6K Buy
1,536
+44
+3% +$561 ﹤0.01% 822
2024
Q4 		$18.8K Buy
+1,492
New +$20K ﹤0.01% 782

Other funds holding IAF

NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Golden State Wealth Management increased its abrdn Australia Equity Fund (IAF) stake by 2.9% in Q2 2026, buying an estimated $886 and bringing the position to 2,526 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Golden State Wealth Management first reported a position in IAF in Q4 2024 and has held it in 7 quarters since. The position peaked at $32K in Q3 2025. 6 funds tracked by Wall St. Rank hold IAF as of Q2 2026.

  • Golden State Wealth Management held 2,526 shares of abrdn Australia Equity Fund worth $31.3K as of Q2 2026.
  • Golden State Wealth Management bought 70 abrdn Australia Equity Fund shares in Q2 2026, an estimated $886.
  • abrdn Australia Equity Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #847 holding.
  • Golden State Wealth Management first reported a position in abrdn Australia Equity Fund in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's abrdn Australia Equity Fund position peaked at $32K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2026.

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