Golden State Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1776033 SANTA ANA, CA

Position in GS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$314,536

+$56,510 QoQ

Shares Held

311

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#784

of 1,026 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,606,894 across 17 Capital Markets names. GS ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,852	$596,182
2	GS	Goldman Sachs Group Inc This page	311	$314,536
3	LPLA	LPL Financial Holdings Inc.	724	$203,936
4	SNEX	StoneX Group Inc.	1,198	$141,963
5	BMNR	Bitmine Immersion Technologies, Inc.	7,118	$94,740
6	SCHW	Schwab Charles Corp	936	$86,364
7	HOOD	Robinhood Markets, Inc.	677	$67,889
8	IREN	IREN Ltd	837	$38,276

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,536	311	+2.0%	Shares	Sole	2026-07-22
2026-03-31	$258,026	305	0.0%	Shares	Sole	2026-04-28
2025-12-31	$268,095	305	0.0%	Shares	Sole	2026-02-13
2025-09-30	$242,886	305	0.0%	Shares	Sole	2025-11-03
2025-06-30	$215,863	305	-0.7%	Shares	Sole	2025-08-06
2025-03-31	$167,711	307	-2.8%	Shares	Sole	2025-04-24
2024-12-31	$180,947	316	-66.0%	Shares	Sole	2025-01-28
2021-12-31	$355,388	929	+3.6%	Shares	Sole	2022-02-14
2021-09-30	$339,092	897	-6.0%	Shares	Sole	2021-11-15
2021-06-30	$362,071	954	-2.5%	Shares	Sole	2021-08-12
2021-03-31	$319,806	978	-24.3%	Shares	Sole	2021-05-14
2020-12-31	$340,713	1,292	-0.7%	Shares	Sole	2021-01-28
2020-09-30	$261,461	1,301	-21.2%	Shares	Sole	2020-11-12
2020-06-30	$326,270	1,651	+114.4%	Shares	Sole	2020-08-13
2020-03-31	$119,034	770	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.