Golden State Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$179K	Sell	1,311 -1,011	-44%	-$138K	0.02%	434
2026 Q1	$281K	Sell	2,322 -3,761	-62%	-$474K	0.03%	337
2025 Q4	$771K	Sell	6,083 -291	-5%	-$36.2K	0.08%	191
2025 Q3	$765K	Sell	6,374 -4,685	-42%	-$533K	0.08%	183
2025 Q2	$1.19M	Buy	+11,059	New	+$1.1M	0.15%	124

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Golden State Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 44% in Q2 2026, selling an estimated $138K and leaving 1,311 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #434.

Golden State Wealth Management first reported a position in IOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Golden State Wealth Management held 1,311 shares of iShares Global 100 ETF worth $179K as of Q2 2026.
Golden State Wealth Management sold 1,011 iShares Global 100 ETF shares in Q2 2026, an estimated $138K.
iShares Global 100 ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #434 holding.
Golden State Wealth Management first reported a position in iShares Global 100 ETF in Q2 2025 and has held it in 5 quarters since.
Golden State Wealth Management's iShares Global 100 ETF position peaked at $1.19M in Q2 2025.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

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