Position in GOLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,470,705
-$1,997,692 QoQ
Shares Held
211,345
-31.3% QoQ
Ownership
0.742%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in GOLD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $13,650,547,353 across 77 Capital Markets names. GOLD ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,816,599 | $5,766,774,576 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,033,942 | $2,070,749,858 | |
| 3 | MS |
Morgan Stanley
|
6,127,396 | $1,008,385,555 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,420,694 | $791,454,086 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
4,981,737 | $475,307,519 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,283,665 | $386,164,935 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,765,572 | $319,626,906 | |
| 8 | EVR |
Evercore Inc.
|
917,801 | $273,972,767 |
All Filings in GOLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,470,705 | 211,345 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,468,397 | 307,442 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,967,849 | 76,067 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,463,921 | 66,002 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,793,715 | 110,119 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,117,542 | 113,779 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $9,786,558 | 221,616 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,527,407 | 201,650 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,951,818 | 63,598 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,291,924 | 108,824 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,858,704 | 97,467 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,328,978 | 88,927 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,035,648 | 58,749 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,704,301 | 49,073 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $649,815 | 22,889 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,790,687 | 86,533 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,646,069 | 68,427 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $896,273 | 29,338 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $385,836 | 12,857 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,046,969 | 45,031 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $468 | 26 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $135,328 | 10,552 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $18,764 | 1,113 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $26,278 | 2,759 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,140 | 1,000 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||