Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

GEMGEM
2 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in GOLDMAN SACHS ETF TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 553,237 shares of GEM (GOLDMAN SACHS ETF TR), worth $23.9M as of 2026-Q1. The position was increased (+90.3% shares). GEM represents 0.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$23.9M

Current Shares

553,237

Total Value Change

+$11.8M

Total Shares Change

+262,470

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
553,237
+90.3%
$23.9M0.1%$44.49
54
2025-Q4
New
290,767
-
$12.1M0.1%$41.74
39

Other major holders of GEM: WELLS FARGO & COMPANY/MN, GOLDMAN SACHS GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used