Golden State Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1776033
SANTA ANA, CA
Position in BAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,617,482
+$1,094,606 QoQ
Shares Held
49,089
+212.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,617,482 | 49,089 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $522,876 | 15,702 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $399,603 | 11,698 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $103,167 | 3,576 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||