Private Wealth Partners, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1335851 MILL VALLEY, CA

Position in GS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$35,322,097

+$3,923,179 QoQ

Shares Held

34,925

-5.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#349

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Private Wealth Partners, LLC holds $64,432,865 across 3 Capital Markets names. GS ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	34,925	$35,322,097
2	SCHW	Schwab Charles Corp	198,719	$18,335,802
3	MS	Morgan Stanley	51,545	$10,774,966

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,322,097	34,925	-5.9%	Shares	Sole	2026-08-03
2026-03-31	$31,398,918	37,115	-4.1%	Shares	Sole	2026-04-28
2025-12-31	$34,017,300	38,700	-8.7%	Shares	Sole	2026-01-27
2025-09-30	$33,738,164	42,366	-1.7%	Shares	Sole	2025-11-04
2025-06-30	$30,513,225	43,113	-0.0%	Shares	Sole	2025-08-01
2025-03-31	$23,556,024	43,120	-1.9%	Shares	Sole	2025-04-22
2024-12-31	$25,167,794	43,952	-1.4%	Shares	Sole	2025-02-03
2024-09-30	$22,068,042	44,572	-31.5%	Shares	Sole	2024-10-29
2024-06-30	$29,438,794	65,084	-2.2%	Shares	Sole	2024-08-08
2024-03-31	$27,788,915	66,530	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$25,942,260	67,248	+0.7%	Shares	Sole	2024-02-02
2023-09-30	$21,607,357	66,778	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$21,511,805	66,695	+1.1%	Shares	Sole	2023-08-03
2023-03-31	$21,582,717	65,980	+1.3%	Shares	Sole	2023-05-04
2022-12-31	$22,357,471	65,110	+5.4%	Shares	Sole	2023-01-25
2022-09-30	$18,110,783	61,801	+1.7%	Shares	Sole	2022-10-27
2022-06-30	$18,041,291	60,741	-2.7%	Shares	Sole	2022-08-02
2022-03-31	$20,602,861	62,414	+4.5%	Shares	Sole	2022-05-02
2021-12-31	$22,854,684	59,743	-0.3%	Shares	Sole	2022-02-07
2021-09-30	$22,655,337	59,930	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$22,724,358	59,875	-4.8%	Shares	Sole	2021-08-12
2021-03-31	$20,568,300	62,900	+1.0%	Shares	Sole	2021-05-04
2020-12-31	$16,428,869	62,299	+14.3%	Shares	Sole	2021-02-03
2020-09-30	$10,955,075	54,511	+5.0%	Shares	Sole	2020-10-29
2020-06-30	$10,258,651	51,911	-23.4%	Shares	Sole	2020-07-31
2020-03-31	$10,482,129	67,806	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.