Gladstone Institutional Advisory’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$330K	Hold	4,760	–	–	0.01%	713
2026 Q1	$260K	Hold	4,760	–	–	0.01%	725
2025 Q4	$259K	Sell	4,760 -650	-12%	-$34.9K	0.01%	681
2025 Q3	$288K	Hold	5,410	–	–	0.01%	660
2025 Q2	$273K	Buy	5,410 +10	+0.2%	+$474	0.01%	628
2025 Q1	$252K	Hold	5,400	–	–	0.01%	632
2024 Q4	$277K	Buy	5,400 +650	+14%	+$34.7K	0.01%	613
2024 Q3	$251K	Buy	+4,750	New	+$242K	0.01%	605

Other funds holding GSC

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

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

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

Gladstone Institutional Advisory held its Goldman Sachs Small Cap Equity ETF (GSC) position steady in Q2 2026 at 4,760 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #713.

Gladstone Institutional Advisory first reported a position in GSC in Q3 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold GSC as of Q2 2026.

Gladstone Institutional Advisory held 4,760 shares of Goldman Sachs Small Cap Equity ETF worth $330K as of Q2 2026.
Gladstone Institutional Advisory left its Goldman Sachs Small Cap Equity ETF share count unchanged in Q2 2026.
Goldman Sachs Small Cap Equity ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #713 holding.
Gladstone Institutional Advisory first reported a position in Goldman Sachs Small Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q2 2026.

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