Golden State Wealth Management, LLC
Position in DSL — DoubleLine Income Solutions Fund
CIK 1776033
SANTA ANA, CA
Position in DSL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$16,479
-$90,488 QoQ
Shares Held
1,490
-84.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 168 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $10,836,971 across 56 Asset Management names. DSL ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
48,980 | $5,763,476 | |
| 2 | GAB |
Gabelli Equity Trust Inc
|
267,909 | $1,516,364 | |
| 3 | APO |
Apollo Global Management, Inc.
|
6,654 | $787,234 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
26,713 | $421,264 | |
| 5 | BLK |
BlackRock, Inc.
|
237 | $227,889 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
4,971 | $211,714 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,745 | $160,156 | |
| 8 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
5,060 | $139,605 |
All Filings in DSL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,479 | 1,490 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $106,967 | 9,877 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $312,697 | 27,746 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $468,039 | 38,114 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $501,815 | 40,998 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $557,715 | 44,228 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $564,631 | 44,919 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $472,974 | 32,574 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $475,572 | 29,502 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $39,313 | 2,454 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $50,665 | 3,798 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||