GSWM
X

Golden State Wealth Management’s US Steel X Stock Holding History

Golden State Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-595
Closed -$25.1K – 1669
2025
Q1 		$25.1K Buy
595
+515
+644% +$19.5K ﹤0.01% 747
2024
Q4 		$2.72K Buy
+80
New +$2.95K ﹤0.01% 1214
2020
Q2 		– Sell
-80
Closed -$1K – 931
2020
Q1 		$1K Buy
+80
New +$670 ﹤0.01% 950
2019
Q4 		– Sell
-80
Closed -$1K – 979
2019
Q3 		$1K Hold
80
– – ﹤0.01% 1050
2019
Q2 		$1K Hold
80
– – ﹤0.01% 1045
2019
Q1 		$2K Buy
+80
New +$1.7K ﹤0.01% 1039

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Golden State Wealth Management's X Position: Q2 2025 in Review

Golden State Wealth Management sold out of US Steel (X) in Q2 2025, closing a stake of 595 shares — an estimated $25.1K sold.

Golden State Wealth Management first reported a position in X in Q1 2019 and held it in 6 quarters. The position peaked at $25.1K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Golden State Wealth Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 595 US Steel shares in Q2 2025, an estimated $25.1K.
  • Golden State Wealth Management first reported a position in US Steel in Q1 2019 and held it in 6 quarters.
  • Golden State Wealth Management's US Steel position peaked at $25.1K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.