GSLC GOLDMAN SACHS ETF TR

Ownership history in SAX WEALTH ADVISORS, LLC  ·  10 quarters on record

AI Ownership Summary

SAX WEALTH ADVISORS, LLC reported GOLDMAN SACHS ETF TR (GSLC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows GSLC at 0.08% 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 GSLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAX WEALTH ADVISORS, 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

GSLC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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
2023 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 SAX WEALTH ADVISORS, LLC held GSLC — position size vs. price
% of Fund (quarterly)    GSLC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 13,047 0% 0.08% $1.7M 2026-04-08 $130.03
2025 Q4 ADDED 13,047 +9,384 +256.2% 0.08% $1.7M 2026-01-12 $134.38
2025 Q3 REDUCED 3,663 -6,900 -65.3% 0.03% $477K 2025-10-20 $129.74
2025 Q2 ADDED 10,563 +7,079 +203.2% 0.08% $1.3M 2025-07-23 $123.49
2025 Q1 ADDED 3,484 +246 +7.6% 0.03% $384K 2025-05-14 $114.65
2024 Q4 REDUCED 3,238 -40 -1.2% 0.03% $373K 2025-01-15 $115.22
2024 Q3 ADDED 3,278 +1 +0.0% 0.03% $370K 2024-10-17 $113.07
2024 Q2 ADDED 3,277 +131 +4.2% 0.03% $350K 2024-07-12 $107.71
2024 Q1 ADDED 3,146 +200 +6.8% 0.04% $326K 2024-05-14 $100.88
2023 Q4 INITIATED 2,946 0.05% $276K 2024-02-14 $96.29

FAQ About SAX WEALTH ADVISORS, LLC and GSLC

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

How long has SAX WEALTH ADVISORS, LLC reported owning GSLC?

SAX WEALTH ADVISORS, LLC reported GSLC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GSLC position in SAX WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for GSLC was 0.08% in 2026 Q1.

What is the latest reported GSLC position on this page?

The most recent filing on this page is 2026 Q1, when SAX WEALTH ADVISORS, LLC reported 13,047 shares, equal to 0.08% of portfolio, with an estimated market value of $1.7M.

What does the chart on this GSLC ownership page compare?

The chart compares SAX WEALTH ADVISORS, LLC's quarterly GSLC 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.

← Back to SAX WEALTH ADVISORS, LLC Holdings