RWA
GCAL

Roberts Wealth Advisors’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

Roberts Wealth Advisors’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 		$852K Buy
+16,642
New +$847K 0.19% 73

Other funds holding GCAL

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Roberts Wealth Advisors's GCAL Position: Q2 2026 in Review

Roberts Wealth Advisors opened a new position in Goldman Sachs Dynamic California Municipal Income ETF (GCAL) in Q2 2026: 16,642 shares worth $852K. The stake represents 0.19% of the portfolio and ranks #73 among its holdings.

19 funds tracked by Wall St. Rank hold GCAL as of Q2 2026.

  • Roberts Wealth Advisors held 16,642 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $852K as of Q2 2026.
  • Goldman Sachs Dynamic California Municipal Income ETF was a new Roberts Wealth Advisors position in Q2 2026.
  • Goldman Sachs Dynamic California Municipal Income ETF made up 0.19% of Roberts Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • 19 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.