Goldstream Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Goldstream Capital Management’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.3M	Buy	+12,961	New	+$6.58M	6.3%	2
2024 Q2	–	Sell	-2,730	Closed	-$617K	–	31
2024 Q1	$617K	Buy	+2,730	New	+$568K	0.35%	18

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldstream Capital Management's SOXX Position: Q2 2026 in Review

Goldstream Capital Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 12,961 shares worth $8.3M. The stake represents 6.3% of the portfolio and ranks #2 among its holdings. This is a return to the name: Goldstream Capital Management previously reported a position in SOXX as recently as Q1 2024.

Goldstream Capital Management first reported a position in SOXX in Q1 2024 and has held it in 2 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Goldstream Capital Management held 12,961 shares of iShares Semiconductor ETF worth $8.3M as of Q2 2026.
iShares Semiconductor ETF was a new Goldstream Capital Management position in Q2 2026.
iShares Semiconductor ETF made up 6.3% of Goldstream Capital Management's portfolio in Q2 2026, its #2 holding.
Goldstream Capital Management first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 2 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Goldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.