Robertson Stephens Wealth Management’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

Robertson Stephens Wealth Management’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	$570K	Buy	11,132 +2,000	+22%	+$102K	0.01%	421
2026 Q1	$463K	Hold	9,132	–	–	0.01%	432
2025 Q4	$466K	Buy	+9,132	New	+$465K	0.01%	443

Other funds holding GCAL

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

DWM

Ducere Wealth Management Newport Beach, California $333M AUM

CWP

Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCG

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

Robertson Stephens Wealth Management's GCAL Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 22% in Q2 2026, buying an estimated $102K and bringing the position to 11,132 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #421.

Robertson Stephens Wealth Management first reported a position in GCAL in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold GCAL as of Q2 2026.

Robertson Stephens Wealth Management held 11,132 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $570K as of Q2 2026.
Robertson Stephens Wealth Management bought 2,000 Goldman Sachs Dynamic California Municipal Income ETF shares in Q2 2026, an estimated $102K.
Goldman Sachs Dynamic California Municipal Income ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #421 holding.
Robertson Stephens Wealth Management first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
36 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.