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 Q3	$1.49M	Buy	30,633 +13,991	+84%	+$703K	0.33%	64
2026 Q2	$852K	Buy	+16,642	New	+$847K	0.19%	73

Other funds holding GCAL

Planned Solutions Folsom, California $365M AUM 17.53% 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

SFC

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Roberts Wealth Advisors's GCAL Position: Q3 2026 in Review

Roberts Wealth Advisors increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 84% in Q3 2026, buying an estimated $703K and bringing the position to 30,633 shares worth $1.49M. The position accounts for 0.33% of the portfolio, ranked #64.

Roberts Wealth Advisors first reported a position in GCAL in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold GCAL as of Q3 2026.

Roberts Wealth Advisors held 30,633 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $1.49M as of Q3 2026.
Roberts Wealth Advisors bought 13,991 Goldman Sachs Dynamic California Municipal Income ETF shares in Q3 2026, an estimated $703K.
Goldman Sachs Dynamic California Municipal Income ETF made up 0.33% of Roberts Wealth Advisors's portfolio in Q3 2026, its #64 holding.
Roberts Wealth Advisors first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
15 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.