Golden State Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.87K	Hold	59	–	–	﹤0.01%	1197
2026 Q1	$6.92K	Hold	59	–	–	﹤0.01%	1162
2025 Q4	$6.42K	Buy	59 +1	+2%	+$112	﹤0.01%	1198
2025 Q3	$6.53K	Hold	58	–	–	﹤0.01%	1195
2025 Q2	$6.13K	Hold	58	–	–	﹤0.01%	1186
2025 Q1	$5.91K	Buy	58 +1	+2%	+$100	﹤0.01%	1135
2024 Q4	$5.57K	Buy	+57	New	+$5.74K	﹤0.01%	1102
2020 Q3	–	Sell	-90,486	Closed	-$1.84M	–	456
2020 Q2	$1.84M	Buy	90,486 +89,154	+6,693%	+$6.38M	0.47%	41
2020 Q1	$92K	Buy	+1,332	New	+$106K	0.04%	260
2019 Q4	–	Sell	-1,144	Closed	-$93K	–	461
2019 Q3	$93K	Hold	1,144	–	–	0.03%	327
2019 Q2	$86K	Hold	1,144	–	–	0.03%	352
2019 Q1	$84K	Buy	+1,144	New	+$80.7K	0.03%	348

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Golden State Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 59 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Golden State Wealth Management first reported a position in IDU in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.84M in Q2 2020. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Golden State Wealth Management held 59 shares of iShares US Utilities ETF worth $6.87K as of Q2 2026.
Golden State Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1197 holding.
Golden State Wealth Management first reported a position in iShares US Utilities ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's iShares US Utilities ETF position peaked at $1.84M in Q2 2020.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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