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 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 $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Klingman & Associates's GSLC Position: Q1 2026 in Review

Klingman & Associates sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2026, closing a stake of 1,571 shares — an estimated $208K sold.

Klingman & Associates first reported a position in GSLC in Q2 2023 and held it in 3 quarters. The position peaked at $230K in Q2 2023. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

Klingman & Associates reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Klingman & Associates sold 1,571 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $208K.
Klingman & Associates first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2023 and held it in 3 quarters.
Klingman & Associates's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $230K in Q2 2023.
596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.