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Iron Horse Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

Iron Horse Wealth Management’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-133
Closed -$5.96K – 616
2025
Q1 		$5.96K Buy
+133
New +$6K ﹤0.01% 335

Other funds holding GAL

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAYA
Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return
BFA
Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $165M AUM 17.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's GAL Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of State Street Global Allocation ETF (GAL) in Q2 2025, closing a stake of 133 shares — an estimated $5.96K sold.

Iron Horse Wealth Management first reported a position in GAL in Q1 2025 and held it in 1 quarter. The position peaked at $5.96K in Q1 2025. 57 funds tracked by Wall St. Rank hold GAL as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining State Street Global Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 133 State Street Global Allocation ETF shares in Q2 2025, an estimated $5.96K.
  • Iron Horse Wealth Management first reported a position in State Street Global Allocation ETF in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's State Street Global Allocation ETF position peaked at $5.96K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.