SEC 13F Intelligence

Appleton Partners Inc/Ma / GSIE

Appleton Partners Inc/Ma’s Goldman Sachs Etf Tr Position

Does Appleton Partners Inc/Ma own Goldman Sachs Etf Tr (GSIE)? Yes446.2K shares worth $19M (+1.34% of its 13F portfolio) as of Q1 2026, up from 441.8K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
446.2K
% of Portfolio
+1.34%
Quarters Held
30
currently held

Position History GSIE

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $12MQ3 ’19: $12MQ4 ’19: $13MQ4 ’19Q1 ’20: $10MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $14MQ4 ’20Q1 ’21: $15MQ2 ’21: $15MQ3 ’21: $15MQ4 ’21: $16MQ4 ’21Q1 ’22: $15MQ2 ’22: $13MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $13MQ2 ’23: $14MQ3 ’23: $13MQ4 ’23: $14MQ4 ’23Q1 ’24: $15MQ2 ’24: $15MQ3 ’24: $16MQ4 ’24: $15MQ4 ’24Q1 ’25: $15MQ2 ’25: $17MQ3 ’25: $18MQ4 ’25: $19MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026446.2K$19M+1.34%
Q4 2025441.8K$19M+1.25%
Q3 2025440.7K$18M+1.22%
Q2 2025434.9K$17M+1.22%
Q1 2025434.1K$15M+1.20%
Q4 2024437.3K$15M+1.08%
Q3 2024435.8K$16M+1.16%
Q2 2024440.8K$15M+1.14%
Q1 2024438.0K$15M+1.17%
Q4 2023434.8K$14M+1.15%
Q3 2023435.8K$13M+1.16%
Q2 2023432.4K$14M+1.14%
Q1 2023434.6K$13M+1.19%
Q4 2022431.1K$12M+1.18%
Q3 2022441.3K$11M+1.09%
Q2 2022450.9K$13M+1.18%
Q1 2022447.2K$15M+1.20%
Q4 2021443.7K$16M+1.18%
Q3 2021436.6K$15M+1.24%
Q2 2021432.2K$15M+1.29%
Q1 2021439.5K$15M+1.35%
Q4 2020426.5K$14M+1.34%
Q3 2020421.4K$12M+1.31%
Q2 2020421.1K$11M+1.34%
Q1 2020443.0K$10M+1.42%
Q4 2019440.3K$13M+1.46%
Q3 2019431.9K$12M+1.48%
Q2 2019411.8K$12M+1.46%
Q1 2019367.1K$10M+1.36%
Q4 2018325.9K$8M+1.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of GSIE.