Beacon Financial Advisory LLC GIGB β€” GOLDMAN SACHS ETF TR

Ownership history in Beacon Financial Advisory LLC  Β·  2 quarters on record

AI Ownership Summary

Beacon Financial Advisory LLC reported GOLDMAN SACHS ETF TR (GIGB) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows GIGB at 0.10% 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 GIGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Financial Advisory 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 Q1

GIGB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 Beacon Financial Advisory LLC held GIGB β€” position size vs. price
% of Fund (quarterly)    GIGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 9,194 +1,797 +24.3% 0.10% $421K 2026-04-27 $45.97
2025 Q4 INITIATED β€” β€” β€” 7,397 β€” β€” 0.08% $342K 2026-02-17 $46.47

FAQ About Beacon Financial Advisory LLC and GIGB

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

How long has Beacon Financial Advisory LLC reported owning GIGB?

Beacon Financial Advisory LLC reported GIGB across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported GIGB position in Beacon Financial Advisory LLC's portfolio?

The largest reported portfolio weight for GIGB was 0.10% in 2026 Q1.

What is the latest reported GIGB position on this page?

The most recent filing on this page is 2026 Q1, when Beacon Financial Advisory LLC reported 9,194 shares, equal to 0.10% of portfolio, with an estimated market value of $421K.

What does the chart on this GIGB ownership page compare?

The chart compares Beacon Financial Advisory LLC's quarterly GIGB 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.

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