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 Q2	$3.11M	Buy	60,715 +8,816	+17%	+$449K	0.05%	322
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

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

Ducere Wealth Management Newport Beach, California $333M AUM

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Perigon Wealth Management's GCAL Position: Q2 2026 in Review

Perigon Wealth Management increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 17% in Q2 2026, buying an estimated $449K and bringing the position to 60,715 shares worth $3.11M. The position accounts for 0.05% of the portfolio, ranked #322.

Perigon Wealth Management first reported a position in GCAL in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold GCAL as of Q2 2026.

Perigon Wealth Management held 60,715 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $3.11M as of Q2 2026.
Perigon Wealth Management bought 8,816 Goldman Sachs Dynamic California Municipal Income ETF shares in Q2 2026, an estimated $449K.
Goldman Sachs Dynamic California Municipal Income ETF made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #322 holding.
Perigon Wealth Management first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.