Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,855,524
+$2,267,114 QoQ
Shares Held
12,711
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#140
of 1,334 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $30,579,095 across 13 Capital Markets names. GS ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
12,711 | $12,855,524 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
96,663 | $6,054,003 | |
| 3 | MS |
Morgan Stanley
|
23,308 | $4,872,304 | |
| 4 | SCHW |
Schwab Charles Corp
|
20,808 | $1,919,954 | |
| 5 | IREN |
IREN Ltd
|
38,801 | $1,774,369 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,715 | $1,375,340 | |
| 7 | WULF |
Terawulf Inc.
|
19,374 | $478,537 | |
| 8 | CLSK |
Cleanspark, Inc.
|
24,500 | $356,475 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,855,524 | 12,711 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,588,410 | 12,516 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,581,402 | 12,038 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,615,129 | 12,074 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,867,399 | 12,529 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,386,965 | 9,861 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,512,818 | 7,881 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,547,958 | 7,166 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,997,072 | 6,626 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,761,348 | 6,611 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,553,797 | 6,620 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,243,634 | 6,934 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,251,329 | 6,980 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,836,370 | 8,671 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,583,247 | 7,523 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,155,089 | 7,354 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,230,620 | 7,510 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,445,380 | 7,408 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $2,724,521 | 7,122 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,522,216 | 6,672 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,036,116 | 2,730 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $851,835 | 2,605 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $585,963 | 2,222 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $214,836 | 1,069 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||