Golden State Wealth Management’s Mesabi Trust MSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7K	Hold	500	–	–	﹤0.01%	1058
2026 Q1	$15.8K	Hold	500	–	–	﹤0.01%	974
2025 Q4	$19.3K	Hold	500	–	–	﹤0.01%	928
2025 Q3	$14.6K	Hold	500	–	–	﹤0.01%	999
2025 Q2	$12K	Hold	500	–	–	﹤0.01%	1028
2025 Q1	$13.6K	Hold	500	–	–	﹤0.01%	910
2024 Q4	$14.1K	Buy	+500	New	+$13K	﹤0.01%	863
2019 Q4	–	Sell	-80	Closed	-$2K	–	609
2019 Q3	$2K	Hold	80	–	–	﹤0.01%	977
2019 Q2	$2K	Hold	80	–	–	﹤0.01%	991
2019 Q1	$2K	Buy	+80	New	+$2.29K	﹤0.01%	1026

Other funds holding MSB

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Golden State Wealth Management held its Mesabi Trust (MSB) position steady in Q2 2026 at 500 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Golden State Wealth Management first reported a position in MSB in Q1 2019 and has held it in 10 quarters since. The position peaked at $19.3K in Q4 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

Golden State Wealth Management held 500 shares of Mesabi Trust worth $12.7K as of Q2 2026.
Golden State Wealth Management left its Mesabi Trust share count unchanged in Q2 2026.
Mesabi Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1058 holding.
Golden State Wealth Management first reported a position in Mesabi Trust in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Mesabi Trust position peaked at $19.3K in Q4 2025.
62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

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