Brown Financial Advisors’s Goldman Sachs Future Consumer Equity ETF GBUY Stock Holding History

Brown Financial Advisors’s Portfolio GBUY Stock Details GBUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-31,838	Closed	-$1.12M	–	134
2024 Q4	$1.12M	Sell	31,838 -60,524	-66%	-$2.15M	0.45%	71
2024 Q3	$3.23M	Buy	92,362 +4,930	+6%	+$163K	1.33%	23
2024 Q2	$2.89M	Buy	+87,432	New	+$2.8M	1.29%	20

Other funds holding GBUY

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

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

Brown Financial Advisors's GBUY Position: Q1 2025 in Review

Brown Financial Advisors sold out of Goldman Sachs Future Consumer Equity ETF (GBUY) in Q1 2025, closing a stake of 31,838 shares — an estimated $1.12M sold.

Brown Financial Advisors first reported a position in GBUY in Q2 2024 and held it in 3 quarters. The position peaked at $3.23M in Q3 2024. 13 funds tracked by Wall St. Rank hold GBUY as of Q1 2025.

Brown Financial Advisors reported no remaining Goldman Sachs Future Consumer Equity ETF position as of Q1 2025 after selling out during the quarter.
Brown Financial Advisors sold 31,838 Goldman Sachs Future Consumer Equity ETF shares in Q1 2025, an estimated $1.12M.
Brown Financial Advisors first reported a position in Goldman Sachs Future Consumer Equity ETF in Q2 2024 and held it in 3 quarters.
Brown Financial Advisors's Goldman Sachs Future Consumer Equity ETF position peaked at $3.23M in Q3 2024.
13 funds tracked by Wall St. Rank held Goldman Sachs Future Consumer Equity ETF as of Q1 2025.

Based on Brown Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.