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

IHT 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
2023 Q4	–	Sell	-10,320	Closed	-$869K	–	1004
2023 Q3	$869K	Buy	10,320 +29	+0.3%	+$2.54K	0.04%	386
2023 Q2	$898K	Buy	+10,291	New	+$853K	0.05%	366
2021 Q3	–	Sell	-7,378	Closed	-$635K	–	880
2021 Q2	$635K	Sell	7,378 -1,912	-21%	-$159K	0.04%	444
2021 Q1	$735K	Sell	9,290 -4,006	-30%	-$311K	0.05%	343
2020 Q4	$1.01M	Hold	13,296	–	–	0.08%	242
2020 Q3	$905K	Buy	13,296 +1,389	+12%	+$93.2K	0.09%	234
2020 Q2	$745K	Sell	11,907 -511	-4%	-$30.3K	0.1%	219
2020 Q1	$648K	Buy	12,418 +4,274	+52%	+$264K	0.09%	229
2019 Q4	$527K	Buy	8,144 +3,379	+71%	+$210K	0.06%	319
2019 Q3	$285K	Buy	+4,765	New	+$284K	0.04%	438
2019 Q2	–	Sell	-3,550	Closed	-$202K	–	554
2019 Q1	$202K	Buy	+3,550	New	+$194K	0.03%	462

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

IHT Wealth Management's GSLC Position: Q4 2023 in Review

IHT Wealth Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q4 2023, closing a stake of 10,320 shares — an estimated $869K sold.

IHT Wealth Management first reported a position in GSLC in Q1 2019 and held it in 11 quarters. The position peaked at $1.01M in Q4 2020. 447 funds tracked by Wall St. Rank hold GSLC as of Q4 2023.

IHT Wealth Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 10,320 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2023, an estimated $869K.
IHT Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2019 and held it in 11 quarters.
IHT Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.01M in Q4 2020.
447 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.