Avidian Wealth Enterprises, LLC GSST — GOLDMAN SACHS ETF TR

Ownership history in Avidian Wealth Enterprises, LLC  ·  6 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported GOLDMAN SACHS ETF TR (GSST) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q3. The latest visible filing shows GSST at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avidian Wealth Enterprises, LLC's position in GOLDMAN SACHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GSST was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avidian Wealth Enterprises, LLC held GSST — position size vs. price
% of Fund (quarterly)    GSST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 31,921 +20,636 +182.9% 0.04% $1.6M 2026-10-08 $50.34
2026 Q2 ADDED — — — 11,285 +3,282 +41.0% 0.02% $571K 2026-07-24 $49.98
2026 Q1 REDUCED 19.2% +1.1% ❌ 8,003 -1,906 -19.2% 0.01% $405K 2026-05-07 $49.58
2025 Q4 UNCHANGED — — — 9,909 — 0% 0.02% $500K 2026-02-02 $49.15
2025 Q3 UNCHANGED — — — 9,909 — 0% 0.02% $502K 2025-10-30 $48.56
2025 Q2 INITIATED — — — 9,909 — — 0.02% $501K 2025-07-30 $47.91

🏢 Other funds also holding GSST

As of 2026 Q3 — sorted by position size

ATWOOD & PALMER INC 3Y 7Y 0.03% CoreCap Advisors, LLC 3Y 0.01% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Avidian Wealth Enterprises, LLC and GSST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avidian Wealth Enterprises, LLC reported owning GSST?

Avidian Wealth Enterprises, LLC reported GSST across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported GSST position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for GSST was 0.04% in 2026 Q3.

What is the latest reported GSST position on this page?

The most recent filing on this page is 2026 Q3, when Avidian Wealth Enterprises, LLC reported 31,921 shares, equal to 0.04% of portfolio, with an estimated market value of $1.6M.

What does the chart on this GSST ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC's quarterly GSST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avidian Wealth Enterprises, LLC time their GSST position?

Based on 13F filing dates vs. subsequent GSST price moves, Avidian Wealth Enterprises, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GSST relative to SPY over the holding period was -13.1%.

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