Klingman & Associates’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Klingman & Associates’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 Q2	$223K	Buy	+1,571	New	+$217K	0.01%	321
2026 Q1	–	Sell	-1,571	Closed	-$208K	–	338
2025 Q4	$208K	Hold	1,571	–	–	0.01%	316
2025 Q3	$205K	Buy	+1,571	New	+$198K	0.01%	309
2023 Q3	–	Sell	-2,638	Closed	-$230K	–	226
2023 Q2	$230K	Buy	+2,638	New	+$219K	0.02%	196

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

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

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

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

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

SEIA

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

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

RIG

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

Klingman & Associates's GSLC Position: Q2 2026 in Review

Klingman & Associates opened a new position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2026: 1,571 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in GSLC as recently as Q4 2025.

Klingman & Associates first reported a position in GSLC in Q2 2023 and has held it in 4 quarters since. The position peaked at $230K in Q2 2023. 639 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Klingman & Associates held 1,571 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $223K as of Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF was a new Klingman & Associates position in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #321 holding.
Klingman & Associates first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2023 and has held it in 4 quarters since.
Klingman & Associates's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $230K in Q2 2023.
639 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.