Gladstone Institutional Advisory’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Gladstone Institutional Advisory’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.59M	Buy	88,316 +51	+0.1%	+$2.53K	0.15%	153
2026 Q1	$3.81M	Sell	88,265 -13,050	-13%	-$584K	0.14%	164
2025 Q4	$4.22M	Sell	101,315 -1,604	-2%	-$66.8K	0.16%	143
2025 Q3	$4.19M	Sell	102,919 -2,004	-2%	-$77.4K	0.16%	140
2025 Q2	$3.9M	Buy	104,923 +908	+0.9%	+$31.2K	0.16%	144
2025 Q1	$3.45M	Sell	104,015 -15,798	-13%	-$520K	0.16%	150
2024 Q4	$3.82M	Buy	119,813 +1,567	+1%	+$53.1K	0.18%	133
2024 Q3	$4.15M	Buy	118,246 +1,830	+2%	+$60.5K	0.2%	121
2024 Q2	$3.8M	Buy	116,416 +1,422	+1%	+$45.6K	0.2%	139
2024 Q1	$3.6M	Buy	114,994 +10,541	+10%	+$321K	0.2%	141
2023 Q4	$3.21M	Sell	104,453 -1,216	-1%	-$35.5K	0.18%	145
2023 Q3	$3.03M	Buy	105,669 +1,630	+2%	+$48.7K	0.2%	135
2023 Q2	$3.11M	Sell	104,039 -179	-0.2%	-$5.34K	0.19%	138
2023 Q1	$3.1M	Sell	104,218 -1,677	-2%	-$50K	0.2%	146
2022 Q4	$3M	Buy	105,895 +10,032	+10%	+$275K	0.21%	138
2022 Q3	$2.48M	Buy	95,863 +2,884	+3%	+$83.2K	0.19%	134
2022 Q2	$2.77M	Buy	92,979 +6,836	+8%	+$216K	0.22%	117
2022 Q1	$2.92M	Buy	86,143 +10,208	+13%	+$363K	0.2%	134
2021 Q4	$2.81M	Buy	75,935 +65,608	+635%	+$2.44M	0.22%	126
2021 Q3	$383K	Buy	+10,327	New	+$402K	0.04%	387

Other funds holding GEM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Gladstone Institutional Advisory's GEM Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 0.06% in Q2 2026, buying an estimated $2.53K and bringing the position to 88,316 shares worth $4.59M. The position accounts for 0.15% of the portfolio, ranked #153.

Gladstone Institutional Advisory first reported a position in GEM in Q3 2021 and has held it in 20 quarters since. 204 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

Gladstone Institutional Advisory held 88,316 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $4.59M as of Q2 2026.
Gladstone Institutional Advisory bought 51 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.53K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.15% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #153 holding.
Gladstone Institutional Advisory first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2021 and has held it in 20 quarters since.
204 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.