Gladstone Institutional Advisory’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.1M	Buy	48,485 +4,500	+10%	+$393K	0.15%	155
2025 Q4	$3.74M	Buy	43,985 +309	+0.7%	+$26.2K	0.14%	161
2025 Q3	$3.71M	Sell	43,676 -981	-2%	-$81.9K	0.14%	157
2025 Q2	$3.64M	Buy	44,657 +4,386	+11%	+$337K	0.15%	154
2025 Q1	$3.06M	Sell	40,271 -912	-2%	-$71.7K	0.14%	162
2024 Q4	$3.18M	Buy	41,183 +421	+1%	+$33.4K	0.15%	163
2024 Q3	$3.16M	Buy	40,762 +291	+0.7%	+$21.5K	0.15%	160
2024 Q2	$2.88M	Buy	40,471 +573	+1%	+$40.6K	0.15%	171
2024 Q1	$2.91M	Buy	39,898 +345	+0.9%	+$23.7K	0.16%	169
2023 Q4	$2.65M	Buy	39,553 +377	+1%	+$23.3K	0.15%	173
2023 Q3	$2.34M	Buy	39,176 +606	+2%	+$37.9K	0.15%	169
2023 Q2	$2.41M	Buy	38,570 +862	+2%	+$51.7K	0.15%	175
2023 Q1	$2.27M	Sell	37,708 -802	-2%	-$48.3K	0.15%	180
2022 Q4	$2.23M	Buy	38,510 +508	+1%	+$29.4K	0.16%	183
2022 Q3	$2.02M	Sell	38,002 -314	-0.8%	-$18.5K	0.16%	164
2022 Q2	$2.13M	Buy	38,316 +368	+1%	+$22.4K	0.17%	155
2022 Q1	$2.55M	Buy	37,948 +3,306	+10%	+$220K	0.17%	154
2021 Q4	$2.48M	Buy	+34,642	New	+$2.44M	0.19%	146

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gladstone Institutional Advisory's GSEW Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 10% in Q1 2026, buying an estimated $393K and bringing the position to 48,485 shares worth $4.1M. The position accounts for 0.15% of the portfolio, ranked #155.

Gladstone Institutional Advisory first reported a position in GSEW in Q4 2021 and has held it in 18 quarters since. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Gladstone Institutional Advisory held 48,485 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $4.1M as of Q1 2026.
Gladstone Institutional Advisory bought 4,500 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $393K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.15% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #155 holding.
Gladstone Institutional Advisory first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2021 and has held it in 18 quarters since.
181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.