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Wealth Management Associates’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

Wealth Management Associates’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
Q1 		– Sell
-5,225
Closed -$268K – 215
2024
Q4 		$268K Sell
5,225
-2,110
-29% -$113K 0.11% 168
2024
Q3 		$388K Buy
+7,335
New +$373K 0.17% 128

Other funds holding GSC

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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
HFW
Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Wealth Management Associates's GSC Position: Q1 2025 in Review

Wealth Management Associates sold out of Goldman Sachs Small Cap Equity ETF (GSC) in Q1 2025, closing a stake of 5,225 shares — an estimated $268K sold.

Wealth Management Associates first reported a position in GSC in Q3 2024 and held it in 2 quarters. The position peaked at $388K in Q3 2024. 30 funds tracked by Wall St. Rank hold GSC as of Q1 2025.

  • Wealth Management Associates reported no remaining Goldman Sachs Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Wealth Management Associates sold 5,225 Goldman Sachs Small Cap Equity ETF shares in Q1 2025, an estimated $268K.
  • Wealth Management Associates first reported a position in Goldman Sachs Small Cap Equity ETF in Q3 2024 and held it in 2 quarters.
  • Wealth Management Associates's Goldman Sachs Small Cap Equity ETF position peaked at $388K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q1 2025.

Based on Wealth Management Associates's 13F filing for Q1 2025, filed 28 May 2025.