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Mesabi Trust shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Mesabi Trust (MSB) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Mesabi Trust

Tip: Access up to 7 years of quarterly data

All positions including Mesabi Trust held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mesabi Trust by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 500 29.27
2025-06-30 $12k 500 23.96
2025-03-31 $14k 500 27.20
2024-12-31 $14k 500 28.11
2019-09-30 $2.0k 80 25.00
2019-06-30 $2.0k 80 25.00
2019-03-31 $2.0k 80 25.00

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Mesabi Trust

Horizon Kinetics Asset Management
ValueWorks
Beddow Capital Management
MRM-Horizon Advisors
Moors & Cabot
Advisory Services Network
EagleClaw Capital Managment
CWA Asset Management
Morgan Stanley
Lido Advisors
Bank of New York Mellon
Geode Capital Management
O'shaughnessy Asset Management
Redhawk Wealth Advisors
Jpmorgan Chase & Co

View all funds holding Mesabi Trust