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Beacon Financial Advisory’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Beacon Financial Advisory’s Portfolio GSUS Stock Details GSUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.75M Buy
36,406
+2,280
+7% +$228K 0.74% 21
2026
Q1 		$3.06M Buy
34,126
+3,275
+11% +$307K 0.69% 23
2025
Q4 		$2.91M Buy
30,851
+16,844
+120% +$1.58M 0.67% 27
2025
Q3 		$1.29M Buy
14,007
+5,544
+66% +$492K 0.3% 86
2025
Q2 		$724K Buy
8,463
+3,830
+83% +$302K 0.19% 143
2025
Q1 		$356K Hold
4,633
– – 0.11% 211
2024
Q4 		$374K Buy
4,633
+689
+17% +$55.9K 0.12% 192
2024
Q3 		$311K Buy
+3,944
New +$300K 0.11% 212

Other funds holding GSUS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

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

Beacon Financial Advisory increased its Goldman Sachs MarketBeta US Equity ETF (GSUS) stake by 6.7% in Q2 2026, buying an estimated $228K and bringing the position to 36,406 shares worth $3.75M. The position accounts for 0.74% of the portfolio, ranked #21.

Beacon Financial Advisory first reported a position in GSUS in Q3 2024 and has held it in 8 quarters since. 94 funds tracked by Wall St. Rank hold GSUS as of Q2 2026.

  • Beacon Financial Advisory held 36,406 shares of Goldman Sachs MarketBeta US Equity ETF worth $3.75M as of Q2 2026.
  • Beacon Financial Advisory bought 2,280 Goldman Sachs MarketBeta US Equity ETF shares in Q2 2026, an estimated $228K.
  • Goldman Sachs MarketBeta US Equity ETF made up 0.74% of Beacon Financial Advisory's portfolio in Q2 2026, its #21 holding.
  • Beacon Financial Advisory first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 94 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q2 2026.

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