Golden State Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1776033
SANTA ANA, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$134,327
-$20,432 QoQ
Shares Held
1,518
-12.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,327 | 1,518 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $154,759 | 1,728 | Shares | Sole | 2026-02-13 | |
| 2020-03-31 | $6,596 | 139 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||