Golden State Wealth Management »

iShares S&P Global 100 Index shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global 100 Index by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $771k 6.1k 126.69
2025-09-30 $765k 6.4k 120.01
2025-06-30 $1.2M 11k 107.81

More positions owned by Golden State Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (AGG)
NVIDIA Corporation (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Etf Trust Long Term Grower (WINN)
American Century MF Closed and MF Open (QGRO)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (RDVY)
Microsoft Corporation (MSFT)
State Street MF Closed and MF Open (SPAB)

View all positions for Golden State Wealth Management

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Raymond James Financial
Stephens
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Amplius Wealth Advisors
Modern Wealth Management
Ameriprise Financial
Envestnet Asset Management
Mather Group
Wells Fargo & Company

View all funds holding iShares S&P Global 100 Index