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Trademark Financial Management’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

Trademark Financial Management’s Portfolio GSC Stock Details GSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,456
Closed -$441K – 90
2025
Q1 		$441K Sell
9,456
-204
-2% -$10.3K 0.34% 55
2024
Q4 		$495K Buy
9,660
+689
+8% +$36.8K 0.39% 54
2024
Q3 		$475K Buy
+8,971
New +$456K 0.38% 53

Other funds holding GSC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFW
Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Trademark Financial Management's GSC Position: Q2 2025 in Review

Trademark Financial Management sold out of Goldman Sachs Small Cap Equity ETF (GSC) in Q2 2025, closing a stake of 9,456 shares — an estimated $441K sold.

Trademark Financial Management first reported a position in GSC in Q3 2024 and held it in 3 quarters. The position peaked at $495K in Q4 2024. 28 funds tracked by Wall St. Rank hold GSC as of Q2 2025.

  • Trademark Financial Management reported no remaining Goldman Sachs Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Trademark Financial Management sold 9,456 Goldman Sachs Small Cap Equity ETF shares in Q2 2025, an estimated $441K.
  • Trademark Financial Management first reported a position in Goldman Sachs Small Cap Equity ETF in Q3 2024 and held it in 3 quarters.
  • Trademark Financial Management's Goldman Sachs Small Cap Equity ETF position peaked at $495K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q2 2025.

Based on Trademark Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.