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

Merriman 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
2024 Q4	$9.46M	Sell	82,175 -1,372	-2%	-$160K	0.39%	34
2024 Q3	$9.44M	Sell	83,547 -2,466	-3%	-$268K	0.38%	33
2024 Q2	$9.2M	Buy	86,013 +363	+0.4%	+$37.4K	0.4%	30
2024 Q1	$8.89M	Sell	85,650 -4,626	-5%	-$456K	0.4%	27
2023 Q4	$8.48M	Sell	90,276 -2,302	-2%	-$202K	0.41%	27
2023 Q3	$7.8M	Sell	92,578 -1,437	-2%	-$126K	0.4%	32
2023 Q2	$8.21M	Sell	94,015 -4,602	-5%	-$382K	0.4%	31
2023 Q1	$8.01M	Sell	98,617 -1,887	-2%	-$150K	0.41%	29
2022 Q4	$7.66M	Buy	100,504 +91,793	+1,054%	+$7.03M	0.39%	33
2022 Q3	$619K	Buy	+8,711	New	+$686K	0.04%	89

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

Betterment LLC New York $59.1B AUM 18.41% 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

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

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

SWM

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

Merriman Wealth Management's GSLC Position: Q4 2024 in Review

Merriman Wealth Management reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 1.6% in Q4 2024, selling an estimated $160K and leaving 82,175 shares worth $9.46M. The position accounts for 0.39% of the portfolio, ranked #34.

Merriman Wealth Management first reported a position in GSLC in Q3 2022 and has held it in 10 quarters since. 541 funds tracked by Wall St. Rank hold GSLC as of Q4 2024.

Merriman Wealth Management held 82,175 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $9.46M as of Q4 2024.
Merriman Wealth Management sold 1,372 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2024, an estimated $160K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.39% of Merriman Wealth Management's portfolio in Q4 2024, its #34 holding.
Merriman Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2022 and has held it in 10 quarters since.
541 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.