Private Wealth Partners’s Goldman Sachs Future Health Care Equity ETF GDOC Stock Holding History

Private Wealth Partners’s Portfolio GDOC Stock Details GDOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19,324	Closed	-$613K	–	174
2025 Q2	$613K	Sell	19,324 -12,150	-39%	-$378K	0.05%	119
2025 Q1	$1.01M	Sell	31,474 -3,000	-9%	-$99.8K	0.08%	88
2024 Q4	$1.11M	Sell	34,474 -1,501	-4%	-$51K	0.08%	91
2024 Q3	$1.29M	Sell	35,975 -1,000	-3%	-$35.8K	0.1%	81
2024 Q2	$1.3M	Hold	36,975	–	–	0.1%	78
2024 Q1	$1.29M	Hold	36,975	–	–	0.1%	75
2023 Q4	$1.21M	Hold	36,975	–	–	0.1%	77
2023 Q3	$1.12M	Buy	+36,975	New	+$1.19M	0.11%	72

Other funds holding GDOC

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Cascade Investment Group Colorado Springs, Colorado $152M AUM 20.1% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return