Golden State Wealth Management, LLC
Position in IAF — Abrdn Australia Equity Fund, Inc.
CIK 1776033
SANTA ANA, CA
Position in IAF
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$29,766
-$208 QoQ
Shares Held
2,456
+5.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 27 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IAF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Golden State Wealth Management, LLC holds $11,580,961 across 64 Asset Management names. IAF ranks #28 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
50,814 | $5,843,101 | |
| 2 | GAB |
Gabelli Equity Trust Inc
|
287,296 | $1,608,857 | |
| 3 | HTGC |
Hercules Capital, Inc.
|
55,239 | $815,880 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,369 | $709,633 | |
| 5 | BLK |
BlackRock, Inc.
|
236 | $226,963 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
4,964 | $200,893 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,770 | $163,725 | |
| 8 | CION |
CION Investment Corp
|
19,638 | $134,323 |
All Filings in IAF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,766 | 2,456 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $29,974 | 2,320 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||