Gldmn SCHS DYN Muni Inc.-InstGSMTX

13F holders, Q1 2025 (March 31)
2holders +1
1new positions
0sold out
$15.20avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Gldmn SCHS DYN Muni Inc.-Inst (GSMTX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Ascentis Wealth Management, LLC ($361K) and Financial Gravity Asset Management, Inc. ($20K).

Company
Gldmn SCHS DYN Muni Inc.-Inst
Filed as
GOLDMAN SACHS DYNAMIC MU (Q1 2025)
CUSIP
38142V746
Latest filing quarter
Q3 2025

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q1 2025: 2Q1 2025Q3 2025: 1Q3 2025

Total Exit/New Position Q2 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$361K
Exits0$0

All 13F filers, Q2 2024 → Q1 2025: 23,750 shares bought, net +23,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Ascentis Wealth Management, LLC 0.12% New 23,750 $361K
Financial Gravity Asset Management, Inc. 0.00% — 1,308 $20K

"% of holder's portfolio" is GSMTX's weight in each manager's 13F, not the share of Gldmn SCHS DYN Muni Inc.-Inst the manager owns.