PATTEN & PATTEN INC/TN GSST — GOLDMAN SACHS ETF TR

Ownership history in PATTEN & PATTEN INC/TN  ·  9 quarters on record

AI Ownership Summary

PATTEN & PATTEN INC/TN reported GOLDMAN SACHS ETF TR (GSST) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.21% in 2024 Q1. The latest visible filing shows GSST at 1.12% 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 PATTEN & PATTEN INC/TN'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

GSST was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

GSST stock page PATTEN & PATTEN INC/TN fund profile PATTEN & PATTEN INC/TN full holdings
How PATTEN & PATTEN INC/TN 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 368,049 -2,265 -0.6% 1.12% $18.6M 2026-05-01 $50.43
2025 Q4 ADDED — — — 370,314 +585 +0.2% 1.10% $18.7M 2026-02-03 $50.02
2025 Q3 ADDED — — — 369,729 +31,315 +9.3% 1.10% $18.7M 2025-10-31 $49.45
2025 Q2 ADDED — — — 338,414 +19,294 +6.0% 1.11% $17.1M 2025-07-28 $48.76
2025 Q1 REDUCED — — — 319,120 -2,595 -0.8% 1.08% $16.1M 2025-05-07 $48.19
2024 Q4 REDUCED — — — 321,715 -6,549 -2.0% 1.07% $16.2M 2025-02-10 $47.70
2024 Q3 ADDED — — — 328,264 +11,180 +3.5% 1.10% $16.6M 2024-11-04 $46.99
2024 Q2 REDUCED 5.6% +1.9% ❌ 317,084 -18,940 -5.6% 1.12% $16.0M 2024-08-13 $46.42
2024 Q1 INITIATED — — — 336,024 — — 1.21% $16.9M 2024-05-10 $45.60

🏢 Other funds also holding GSST

As of 2026 Q1 — sorted by position size

WINCAP FINANCIAL LLC 9.33% Mainstream Capital Management LLC 5.97% Cassia Capital Partners, LLC 3Y 4.99% Amplius Wealth Advisors, LLC 3Y 3.17% Alpha Omega Wealth Management LLC 3Y 7Y 2.39% SAGE RHINO CAPITAL LLC 3Y 7Y 1.56% G&S Capital LLC 3Y 7Y 1.32% Redhawk Wealth Advisors, Inc. 3Y 7Y 1.3% SPINNAKER TRUST 3Y 7Y 0.9% Inscription Capital, LLC 3Y 0.87%

FAQ About PATTEN & PATTEN INC/TN and GSST

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

How long has PATTEN & PATTEN INC/TN reported owning GSST?

PATTEN & PATTEN INC/TN reported GSST across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GSST position in PATTEN & PATTEN INC/TN's portfolio?

The largest reported portfolio weight for GSST was 1.21% in 2024 Q1.

What is the latest reported GSST position on this page?

The most recent filing on this page is 2026 Q1, when PATTEN & PATTEN INC/TN reported 368,049 shares, equal to 1.12% of portfolio, with an estimated market value of $18.6M.

What does the chart on this GSST ownership page compare?

The chart compares PATTEN & PATTEN INC/TN'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 PATTEN & PATTEN INC/TN time their GSST position?

Based on 13F filing dates vs. subsequent GSST price moves, PATTEN & PATTEN INC/TN correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on GSST relative to SPY over the holding period was -11.8%.

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