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 $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Wealth Partners's GDOC Position: Q3 2025 in Review

Private Wealth Partners sold out of Goldman Sachs Future Health Care Equity ETF (GDOC) in Q3 2025, closing a stake of 19,324 shares — an estimated $613K sold.

Private Wealth Partners first reported a position in GDOC in Q3 2023 and held it in 8 quarters. The position peaked at $1.3M in Q2 2024. 7 funds tracked by Wall St. Rank hold GDOC as of Q3 2025.

Private Wealth Partners reported no remaining Goldman Sachs Future Health Care Equity ETF position as of Q3 2025 after selling out during the quarter.
Private Wealth Partners sold 19,324 Goldman Sachs Future Health Care Equity ETF shares in Q3 2025, an estimated $613K.
Private Wealth Partners first reported a position in Goldman Sachs Future Health Care Equity ETF in Q3 2023 and held it in 8 quarters.
Private Wealth Partners's Goldman Sachs Future Health Care Equity ETF position peaked at $1.3M in Q2 2024.
7 funds tracked by Wall St. Rank held Goldman Sachs Future Health Care Equity ETF as of Q3 2025.

Based on Private Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.