DWM
GCAL

Ducere Wealth Management’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

Ducere Wealth Management’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 		$5.67M Sell
110,701
-14,366
-11% -$731K 1.7% 18
2026
Q1 		$6.34M Sell
125,067
-8,772
-7% -$449K 2.52% 12
2025
Q4 		$6.81M Buy
+133,839
New +$6.81M 2.63% 9

Other funds holding GCAL

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cerity Partners
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
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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

Ducere Wealth Management's GCAL Position: Q2 2026 in Review

Ducere Wealth Management reduced its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 11% in Q2 2026, selling an estimated $731K and leaving 110,701 shares worth $5.67M. The position accounts for 1.7% of the portfolio, ranked #18.

Ducere Wealth Management first reported a position in GCAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.81M in Q4 2025. 36 funds tracked by Wall St. Rank hold GCAL as of Q2 2026.

  • Ducere Wealth Management held 110,701 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $5.67M as of Q2 2026.
  • Ducere Wealth Management sold 14,366 Goldman Sachs Dynamic California Municipal Income ETF shares in Q2 2026, an estimated $731K.
  • Goldman Sachs Dynamic California Municipal Income ETF made up 1.7% of Ducere Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Ducere Wealth Management first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Ducere Wealth Management's Goldman Sachs Dynamic California Municipal Income ETF position peaked at $6.81M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.