VanWeelden Wealth Management, LLC GBIL — GOLDMAN SACHS ETF TR

Ownership history in VanWeelden Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

VanWeelden Wealth Management, LLC reported GOLDMAN SACHS ETF TR (GBIL) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 11.76% in 2025 Q2. The latest visible filing shows GBIL at 6.80% 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 GBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VanWeelden Wealth Management, 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

GBIL was reported at 6.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.76% in 2025 Q2

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

Time in book
Holding Window
2024 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.

GBIL stock page VanWeelden Wealth Management, LLC fund profile VanWeelden Wealth Management, LLC full holdings
How VanWeelden Wealth Management, LLC held GBIL — position size vs. price
% of Fund (quarterly)    GBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 85,071 -59,361 -41.1% 6.80% $8.5M 2026-05-12 $100.00
2025 Q4 ADDED — — — 144,432 +6,719 +4.9% 11.34% $14.4M 2026-02-02 $99.07
2025 Q3 ADDED — — — 137,713 +769 +0.6% 11.36% $13.8M 2025-11-03 $98.16
2025 Q2 ADDED — — — 136,944 +89,076 +186.1% 11.76% $13.7M 2025-07-10 $96.85
2024 Q4 INITIATED — — — 47,868 — — 4.32% $4.8M 2025-02-10 $95.22

🏢 Other funds also holding GBIL

As of 2026 Q1 — sorted by position size

Redwood Park Advisors LLC 32.14% St. James Investment Company, LLC 3Y 7Y 25.95% ACR Alpine Capital Research, LLC 3Y 7Y 16.65% Cohalo Advisory LLC 12.97% Tevis Investment Management 3Y 11.89% Pathway Financial Advisors LLC 3Y 7Y 11.85% Cannon Capital Management, Inc. 11.67% WealthTrak Capital Management LLC 11.66% Bell Investment Advisors, Inc 3Y 10.09% RESOLUTE CAPITAL, LLC 7.45%

FAQ About VanWeelden Wealth Management, LLC and GBIL

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

How long has VanWeelden Wealth Management, LLC reported owning GBIL?

VanWeelden Wealth Management, LLC reported GBIL across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GBIL position in VanWeelden Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GBIL was 11.76% in 2025 Q2.

What is the latest reported GBIL position on this page?

The most recent filing on this page is 2026 Q1, when VanWeelden Wealth Management, LLC reported 85,071 shares, equal to 6.80% of portfolio, with an estimated market value of $8.5M.

What does the chart on this GBIL ownership page compare?

The chart compares VanWeelden Wealth Management, LLC's quarterly GBIL 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 VanWeelden Wealth Management, LLC time their GBIL position?

Based on 13F filing dates vs. subsequent GBIL price moves, VanWeelden Wealth Management, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on GBIL relative to SPY over the holding period was -12.4%.

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