GSWM
SLI

Golden State Wealth Management’s Standard Lithium SLI Stock Holding History

Golden State Wealth Management’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$1.46K – 1638
2024
Q4 		$1.46K Buy
+1,000
New +$1.84K ﹤0.01% 1298

Other funds holding SLI

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Golden State Wealth Management's SLI Position: Q1 2025 in Review

Golden State Wealth Management sold out of Standard Lithium (SLI) in Q1 2025, closing a stake of 1,000 shares — an estimated $1.46K sold.

Golden State Wealth Management first reported a position in SLI in Q4 2024 and held it in 1 quarter. The position peaked at $1.46K in Q4 2024. 101 funds tracked by Wall St. Rank hold SLI as of Q1 2025.

  • Golden State Wealth Management reported no remaining Standard Lithium position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 1,000 Standard Lithium shares in Q1 2025, an estimated $1.46K.
  • Golden State Wealth Management first reported a position in Standard Lithium in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's Standard Lithium position peaked at $1.46K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Standard Lithium as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.