Richards, Merrill & Peterson’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

Richards, Merrill & Peterson’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 Q3	$84.9K	Hold	1,750	–	–	0.03%	229
2026 Q2	$89.6K	Buy	1,750 +250	+17%	+$12.7K	0.03%	225
2026 Q1	$76K	Hold	1,500	–	–	0.03%	219
2025 Q4	$76.4K	Hold	1,500	–	–	0.03%	206
2025 Q3	$76.1K	Buy	+1,500	New	+$74.9K	0.03%	183

Other funds holding GCAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

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

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

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

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Richards, Merrill & Peterson's GCAL Position: Q3 2026 in Review

Richards, Merrill & Peterson held its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) position steady in Q3 2026 at 1,750 shares worth $84.9K. The position accounts for 0.03% of the portfolio, ranked #229.

Richards, Merrill & Peterson first reported a position in GCAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $89.6K in Q2 2026. 24 funds tracked by Wall St. Rank hold GCAL as of Q3 2026.

Richards, Merrill & Peterson held 1,750 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $84.9K as of Q3 2026.
Richards, Merrill & Peterson left its Goldman Sachs Dynamic California Municipal Income ETF share count unchanged in Q3 2026.
Goldman Sachs Dynamic California Municipal Income ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #229 holding.
Richards, Merrill & Peterson first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q3 2025 and has held it in 5 quarters since.
Richards, Merrill & Peterson's Goldman Sachs Dynamic California Municipal Income ETF position peaked at $89.6K in Q2 2026.
24 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.