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Golden State Wealth Management’s Interactive Brokers IBKR Stock Holding History

Golden State Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10K Buy
+115
New +$9.57K ﹤0.01% 1123
2026
Q1 		– Sell
-172
Closed -$11.1K – 1674
2025
Q4 		$11.1K Hold
172
– – ﹤0.01% 1082
2025
Q3 		$11.8K Buy
+172
New +$10.8K ﹤0.01% 1059

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Golden State Wealth Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 115 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in IBKR as recently as Q4 2025.

Golden State Wealth Management first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.8K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Golden State Wealth Management held 115 shares of Interactive Brokers worth $10K as of Q2 2026.
  • Interactive Brokers was a new Golden State Wealth Management position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1123 holding.
  • Golden State Wealth Management first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's Interactive Brokers position peaked at $11.8K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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