Golden State Wealth Management, LLC
Position in GAB — Gabelli Equity Trust Inc
CIK 1776033
SANTA ANA, CA
Position in GAB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,516,364
-$92,493 QoQ
Shares Held
267,909
-6.7% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#8
of 66 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $10,836,974 across 57 Asset Management names. GAB ranks #2 (14.0% 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
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|
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 GAB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,516,364 | 267,909 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,608,857 | 287,296 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,728,793 | 280,194 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,744,845 | 286,510 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,977,999 | 339,861 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,857,693 | 518,642 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,925,416 | 543,761 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $3,562,851 | 514,119 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $3,574,315 | 497,124 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,122,646 | 469,568 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,746,027 | 397,974 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,589,195 | 388,377 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,309,774 | 376,861 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $275,596 | 55,390 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $22,919 | 5,390 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||