Castle Rock Wealth Management
GCOR icon

Castle Rock Wealth Management’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Castle Rock Wealth Management’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
Q3 		$2.44M Buy
62,223
+5,053
+9% +$204K 0.46% 51
2026
Q2 		$2.34M Sell
57,170
-1,429
-2% -$58.8K 0.46% 66
2026
Q1 		$2.42M Buy
58,599
+3,786
+7% +$158K 0.52% 56
2025
Q4 		$2.27M Sell
54,813
-3,338
-6% -$139K 0.49% 56
2025
Q3 		$2.43M Sell
58,151
-199
-0.3% -$8.23K 0.54% 51
2025
Q2 		$2.4M Buy
58,350
+2,346
+4% +$95.8K 0.56% 45
2025
Q1 		$2.31M Buy
56,004
+854
+2% +$34.8K 0.62% 40
2024
Q4 		$2.25M Buy
55,150
+5,958
+12% +$245K 0.53% 49
2024
Q3 		$2.05M Buy
49,192
+158
+0.3% +$6.61K 0.49% 53
2024
Q2 		$1.98M Buy
49,034
+3,928
+9% +$159K 0.5% 49
2024
Q1 		$1.81M Sell
45,106
-1,269
-3% -$52.2K 0.49% 51
2023
Q4 		$1.92M Buy
+46,375
New +$1.86M 0.58% 40

Other funds holding GCOR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Conservest Capital Advisors
Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Castle Rock Wealth Management's GCOR Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 8.8% in Q3 2026, buying an estimated $204K and bringing the position to 62,223 shares worth $2.44M. The position accounts for 0.46% of the portfolio, ranked #51.

Castle Rock Wealth Management first reported a position in GCOR in Q4 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold GCOR as of Q3 2026.

  • Castle Rock Wealth Management held 62,223 shares of Goldman Sachs Access US Aggregate Bond ETF worth $2.44M as of Q3 2026.
  • Castle Rock Wealth Management bought 5,053 Goldman Sachs Access US Aggregate Bond ETF shares in Q3 2026, an estimated $204K.
  • Goldman Sachs Access US Aggregate Bond ETF made up 0.46% of Castle Rock Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Castle Rock Wealth Management first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.