GoalVest Advisory LLC

Position in CRCL — Circle Internet Group, Inc.

CIK 1839307 NEW YORK, NY

Position in CRCL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,632

New position

Shares Held

58

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#505

of 562 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $4,727,410 across 6 Capital Markets names. CRCL ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,308	$3,345,611
2	WULF	Terawulf Inc.	50,000	$1,235,000
3	MS	Morgan Stanley	537	$112,254
4	SCHW	Schwab Charles Corp	285	$26,296
5	HUT	Hut 8 Corp.	40	$4,617
6	CRCL	Circle Internet Group, Inc. This page	58	$3,632

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,632	58	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.