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

Curated Wealth 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	$4.65M	Buy	90,902 +21,589	+31%	+$1.1M	0.54%	19
2026 Q1	$3.51M	Sell	69,313 -73,455	-51%	-$3.76M	0.44%	20
2025 Q4	$7.27M	Buy	142,768 +100,023	+234%	+$5.09M	0.79%	12
2025 Q3	$2.17M	Buy	42,745 +1,070	+3%	+$53.4K	0.26%	27
2025 Q2	$2.07M	Buy	+41,675	New	+$2.06M	0.24%	26

Other funds holding GCAL

MMA

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

Cerity Partners New York $82.7B AUM 28.53% 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

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

Curated Wealth Partners's GCAL Position: Q2 2026 in Review

Curated Wealth Partners increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 31% in Q2 2026, buying an estimated $1.1M and bringing the position to 90,902 shares worth $4.65M. The position accounts for 0.54% of the portfolio, ranked #19.

Curated Wealth Partners first reported a position in GCAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.27M in Q4 2025. 36 funds tracked by Wall St. Rank hold GCAL as of Q2 2026.

Curated Wealth Partners held 90,902 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $4.65M as of Q2 2026.
Curated Wealth Partners bought 21,589 Goldman Sachs Dynamic California Municipal Income ETF shares in Q2 2026, an estimated $1.1M.
Goldman Sachs Dynamic California Municipal Income ETF made up 0.54% of Curated Wealth Partners's portfolio in Q2 2026, its #19 holding.
Curated Wealth Partners first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
Curated Wealth Partners's Goldman Sachs Dynamic California Municipal Income ETF position peaked at $7.27M in Q4 2025.
36 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.