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Golden State Wealth Management’s Iris Energy IREN Stock Holding History

Golden State Wealth Management’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.3K Buy
837
+56
+7% +$2.91K ﹤0.01% 789
2026
Q1 		$26.8K Hold
781
– – ﹤0.01% 843
2025
Q4 		$29.5K Buy
781
+81
+12% +$4.18K ﹤0.01% 827
2025
Q3 		$32.9K Hold
700
– – ﹤0.01% 782
2025
Q2 		$10.2K Sell
700
-300
-30% -$2.44K ﹤0.01% 1074
2025
Q1 		$6.09K Hold
1,000
– – ﹤0.01% 1129
2024
Q4 		$9.82K Buy
+1,000
New +$10.7K ﹤0.01% 970

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Golden State Wealth Management increased its Iris Energy (IREN) stake by 7.2% in Q2 2026, buying an estimated $2.91K and bringing the position to 837 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Golden State Wealth Management first reported a position in IREN in Q4 2024 and has held it in 7 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Golden State Wealth Management held 837 shares of Iris Energy worth $38.3K as of Q2 2026.
  • Golden State Wealth Management bought 56 Iris Energy shares in Q2 2026, an estimated $2.91K.
  • Iris Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #789 holding.
  • Golden State Wealth Management first reported a position in Iris Energy in Q4 2024 and has held it in 7 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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