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 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	–	437
2020 Q2	$1.84M	Buy	90,486 +89,154	+6,693%	+$6.38M	0.59%	30
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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Golden State Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 59 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Golden State Wealth Management first reported a position in IDU in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.84M in Q2 2020. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Golden State Wealth Management held 59 shares of iShares US Utilities ETF worth $6.92K as of Q1 2026.
Golden State Wealth Management left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1162 holding.
Golden State Wealth Management first reported a position in iShares US Utilities ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares US Utilities ETF position peaked at $1.84M in Q2 2020.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

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