Gladstone Institutional Advisory’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,447	Closed	-$369K	–	681
2022 Q4	$369K	Sell	7,447 -14,344	-66%	-$711K	0.03%	459
2022 Q3	$1.08M	Buy	21,791 +3,484	+19%	+$174K	0.08%	256
2022 Q2	$913K	Buy	18,307 +3,753	+26%	+$188K	0.07%	288
2022 Q1	$730K	Buy	+14,554	New	+$733K	0.05%	353

Other funds holding GSST

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

KWA

KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return

Gladstone Institutional Advisory's GSST Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q1 2023, closing a stake of 7,447 shares — an estimated $369K sold.

Gladstone Institutional Advisory first reported a position in GSST in Q1 2022 and held it in 4 quarters. The position peaked at $1.08M in Q3 2022. 81 funds tracked by Wall St. Rank hold GSST as of Q1 2023.

Gladstone Institutional Advisory reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q1 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 7,447 Goldman Sachs Access Ultra Short Bond ETF shares in Q1 2023, an estimated $369K.
Gladstone Institutional Advisory first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q1 2022 and held it in 4 quarters.
Gladstone Institutional Advisory's Goldman Sachs Access Ultra Short Bond ETF position peaked at $1.08M in Q3 2022.
81 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.