Beacon Financial Advisory’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Beacon Financial Advisory’s Portfolio GCOR Stock Details GCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Buy	30,088 +4,227	+16%	+$174K	0.24%	106
2026 Q1	$1.07M	Buy	25,861 +6,666	+35%	+$277K	0.24%	106
2025 Q4	$797K	Buy	19,195 +10,899	+131%	+$455K	0.18%	143
2025 Q3	$347K	Buy	8,296 +2,776	+50%	+$115K	0.08%	266
2025 Q2	$228K	Buy	+5,520	New	+$225K	0.06%	319

Other funds holding GCOR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beacon Financial Advisory's GCOR Position: Q2 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 16% in Q2 2026, buying an estimated $174K and bringing the position to 30,088 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #106.

Beacon Financial Advisory first reported a position in GCOR in Q2 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold GCOR as of Q2 2026.

Beacon Financial Advisory held 30,088 shares of Goldman Sachs Access US Aggregate Bond ETF worth $1.24M as of Q2 2026.
Beacon Financial Advisory bought 4,227 Goldman Sachs Access US Aggregate Bond ETF shares in Q2 2026, an estimated $174K.
Goldman Sachs Access US Aggregate Bond ETF made up 0.24% of Beacon Financial Advisory's portfolio in Q2 2026, its #106 holding.
Beacon Financial Advisory first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.