GSWM
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Golden State Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Golden State Wealth Management’s Portfolio GSLC Stock Details GSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.3K Buy
706
+2
+0.3% +$262 0.01% 550
2025
Q4 		$93.2K Buy
704
+2
+0.3% +$262 0.01% 540
2025
Q3 		$91.5K Hold
702
– – 0.01% 528
2025
Q2 		$85.2K Buy
702
+1
+0.1% +$113 0.01% 526
2025
Q1 		$77.3K Hold
701
– – 0.01% 505
2024
Q4 		$80.8K Buy
+701
New +$81.5K 0.01% 469
2020
Q2 		– Sell
-74
Closed -$4K – 485
2020
Q1 		$4K Buy
+74
New +$4.56K ﹤0.01% 773

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Betterment LLC
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Morgan Stanley
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LPL Financial
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SEIA
Signature Estate & Investment Advisors Los Angeles, California $4.94B AUM 23.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return