GVIP β€” GOLDMAN SACHS ETF TR

Ownership history in Private Advisory Group LLC  Β·  4 quarters on record

AI Ownership Summary

Private Advisory Group LLC reported GOLDMAN SACHS ETF TR (GVIP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.46% in 2025 Q4. The latest visible filing shows GVIP at 0.46% 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 GVIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Advisory Group 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
2025 Q4

GVIP was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Private Advisory Group LLC held GVIP β€” position size vs. price
% of Fund (quarterly)    GVIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 38,258 +2,935 +8.3% 0.46% $5.9M 2026-02-14 (Est.) $157.21
2025 Q3 ADDED 35,323 +9,911 +39.0% 0.44% $5.4M 2025-11-10 $155.05
2025 Q2 ADDED 25,412 +6,893 +37.2% 0.32% $3.5M 2025-08-07 $138.47
2025 Q1 INITIATED 18,519 β€” β€” 0.24% $2.2M 2025-05-08 $124.56

🏒 Other funds also holding GVIP

As of 2026 Q1 β€” sorted by position size

Investment Partners Asset Management, Inc. 0.23% Farther Finance Advisors, LLC 0.01%

FAQ About Private Advisory Group LLC and GVIP

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

How long has Private Advisory Group LLC reported owning GVIP?

Private Advisory Group LLC reported GVIP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported GVIP position in Private Advisory Group LLC's portfolio?

The largest reported portfolio weight for GVIP was 0.46% in 2025 Q4.

What is the latest reported GVIP position on this page?

The most recent filing on this page is 2025 Q4, when Private Advisory Group LLC reported 38,258 shares, equal to 0.46% of portfolio, with an estimated market value of $5.9M.

What does the chart on this GVIP ownership page compare?

The chart compares Private Advisory Group LLC's quarterly GVIP 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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