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United Capital Financial Advisors’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

United Capital Financial Advisors’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
2026
Q2 		$9.7M Buy
140,055
+36,244
+35% +$2.23M 0.05% 258
2026
Q1 		$5.67M Buy
103,811
+51,562
+99% +$2.95M 0.03% 343
2025
Q4 		$2.84M Buy
+52,249
New +$2.81M 0.02% 454

Other funds holding GSC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

United Capital Financial Advisors's GSC Position: Q2 2026 in Review

United Capital Financial Advisors increased its Goldman Sachs Small Cap Equity ETF (GSC) stake by 35% in Q2 2026, buying an estimated $2.23M and bringing the position to 140,055 shares worth $9.7M. The position accounts for 0.05% of the portfolio, ranked #258.

United Capital Financial Advisors first reported a position in GSC in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold GSC as of Q2 2026.

  • United Capital Financial Advisors held 140,055 shares of Goldman Sachs Small Cap Equity ETF worth $9.7M as of Q2 2026.
  • United Capital Financial Advisors bought 36,244 Goldman Sachs Small Cap Equity ETF shares in Q2 2026, an estimated $2.23M.
  • Goldman Sachs Small Cap Equity ETF made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #258 holding.
  • United Capital Financial Advisors first reported a position in Goldman Sachs Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.