WMS Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

WMS Partners’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-957,161	Closed	-$110M	–	114
2024 Q4	$110M	Buy	957,161 +64,607	+7%	+$7.51M	6.18%	3
2024 Q3	$101M	Buy	892,554 +57,669	+7%	+$6.27M	5.65%	5
2024 Q2	$89.3M	Buy	834,885 +66,240	+9%	+$6.83M	5.71%	5
2024 Q1	$79.8M	Buy	768,645 +73,033	+10%	+$7.2M	5.47%	4
2023 Q4	$65.3M	Buy	695,612 +2,559	+0.4%	+$225K	4.8%	4
2023 Q3	$58.4M	Buy	693,053 +41,854	+6%	+$3.66M	4.61%	4
2023 Q2	$56.8M	Buy	651,199 +67,777	+12%	+$5.62M	4.47%	5
2023 Q1	$47.4M	Buy	583,422 +261,892	+81%	+$20.8M	4.15%	6
2022 Q4	$24.5M	Buy	321,530 +106,074	+49%	+$8.12M	2.42%	12
2022 Q3	$15.3M	Buy	215,456 +186,535	+645%	+$14.7M	2.08%	12
2022 Q2	$2.17M	Buy	+28,921	New	+$2.35M	0.34%	48

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

WMS Partners's GSLC Position: Q1 2025 in Review

WMS Partners sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2025, closing a stake of 957,161 shares — an estimated $110M sold.

WMS Partners first reported a position in GSLC in Q2 2022 and held it in 11 quarters. The position peaked at $110M in Q4 2024. 538 funds tracked by Wall St. Rank hold GSLC as of Q1 2025.

WMS Partners reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 957,161 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2025, an estimated $110M.
WMS Partners first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2022 and held it in 11 quarters.
WMS Partners's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $110M in Q4 2024.
538 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.