Cerity Partners’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

Cerity Partners’s Portfolio GCAL Stock Details GCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4M	Buy	261,446 +30,527	+13%	+$1.55M	0.02%	625
2026 Q1	$11.7M	Buy	230,919 +18,053	+8%	+$923K	0.02%	622
2025 Q4	$10.8M	Buy	212,866 +42,561	+25%	+$2.17M	0.02%	603
2025 Q3	$8.64M	Buy	170,305 +50,502	+42%	+$2.52M	0.01%	641
2025 Q2	$5.96M	Buy	+119,803	New	+$5.92M	0.01%	734

Other funds holding GCAL

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

DWM

Ducere Wealth Management Newport Beach, California $333M AUM

CWP

Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

Cerity Partners's GCAL Position: Q2 2026 in Review

Cerity Partners increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 13% in Q2 2026, buying an estimated $1.55M and bringing the position to 261,446 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #625.

Cerity Partners first reported a position in GCAL in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold GCAL as of Q2 2026.

Cerity Partners held 261,446 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $13.4M as of Q2 2026.
Cerity Partners bought 30,527 Goldman Sachs Dynamic California Municipal Income ETF shares in Q2 2026, an estimated $1.55M.
Goldman Sachs Dynamic California Municipal Income ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #625 holding.
Cerity Partners first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.