HFW
GSC icon

Horizon Family Wealth’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

Horizon Family Wealth’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
2025
Q4 		– Sell
-85,312
Closed -$4.55M – 84
2025
Q3 		$4.55M Sell
85,312
-2,711
-3% -$142K 2.61% 11
2025
Q2 		$4.44M Sell
88,023
-20,776
-19% -$984K 2.71% 10
2025
Q1 		$5.07M Buy
108,799
+14,023
+15% +$707K 3.38% 8
2024
Q4 		$4.86M Buy
94,776
+3,993
+4% +$213K 3.23% 7
2024
Q3 		$4.8M Buy
90,783
+1,422
+2% +$72.3K 3.43% 8
2024
Q2 		$4.36M Sell
89,361
-368
-0.4% -$17.8K 3.32% 8
2024
Q1 		$4.45M Buy
+89,729
New +$4.14M 3.43% 7

Other funds holding GSC

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return