Beacon Financial Advisory’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$996K	Buy	7,961 +1,330	+20%	+$174K	0.22%	116
2025 Q4	$878K	Buy	6,631 +3,524	+113%	+$462K	0.2%	133
2025 Q3	$405K	Buy	3,107 +1,211	+64%	+$152K	0.09%	237
2025 Q2	$230K	Buy	+1,896	New	+$213K	0.06%	315

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Beacon Financial Advisory's GSLC Position: Q1 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 20% in Q1 2026, buying an estimated $174K and bringing the position to 7,961 shares worth $996K. The position accounts for 0.22% of the portfolio, ranked #116.

Beacon Financial Advisory first reported a position in GSLC in Q2 2025 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

Beacon Financial Advisory held 7,961 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $996K as of Q1 2026.
Beacon Financial Advisory bought 1,330 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $174K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.22% of Beacon Financial Advisory's portfolio in Q1 2026, its #116 holding.
Beacon Financial Advisory first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.