Cerity Partners
GCAL

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
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
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cerity Partners's GCAL Position: Q1 2026 in Review

Cerity Partners increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 8.5% in Q1 2026, buying an estimated $923K and bringing the position to 230,919 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #622.

Cerity Partners first reported a position in GCAL in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold GCAL as of Q1 2026.

  • Cerity Partners held 230,919 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $11.7M as of Q1 2026.
  • Cerity Partners bought 18,053 Goldman Sachs Dynamic California Municipal Income ETF shares in Q1 2026, an estimated $923K.
  • Goldman Sachs Dynamic California Municipal Income ETF made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #622 holding.
  • Cerity Partners first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.