PWM
GCAL

Perigon Wealth Management’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

Perigon Wealth Management’s Portfolio GCAL Stock Details GCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.63M Buy
51,899
+21,363
+70% +$1.09M 0.05% 319
2025
Q4 		$1.55M Buy
30,536
+8,826
+41% +$449K 0.03% 427
2025
Q3 		$1.1M Buy
+21,710
New +$1.08M 0.02% 482

Other funds holding GCAL

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $251M AUM
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perigon Wealth Management's GCAL Position: Q1 2026 in Review

Perigon Wealth Management increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 70% in Q1 2026, buying an estimated $1.09M and bringing the position to 51,899 shares worth $2.63M. The position accounts for 0.05% of the portfolio, ranked #319.

Perigon Wealth Management first reported a position in GCAL in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold GCAL as of Q1 2026.

  • Perigon Wealth Management held 51,899 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $2.63M as of Q1 2026.
  • Perigon Wealth Management bought 21,363 Goldman Sachs Dynamic California Municipal Income ETF shares in Q1 2026, an estimated $1.09M.
  • Goldman Sachs Dynamic California Municipal Income ETF made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #319 holding.
  • Perigon Wealth Management first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.