ASPIRIANT, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1433541 San Francisco, CA

Position in GS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,227,803

+$393,657 QoQ

Shares Held

1,214

+23.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,607

of 3,125 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

ASPIRIANT, LLC holds $4,243,421 across 3 Capital Markets names. GS ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	23,847	$2,200,362
2	GS	Goldman Sachs Group Inc This page	1,214	$1,227,803
3	MS	Morgan Stanley	3,900	$815,256

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,227,803	1,214	+23.1%	Shares	Sole	2026-07-20
2026-03-31	$834,146	986	-1.2%	Shares	Sole	2026-05-12
2025-12-31	$877,242	998	+13.9%	Shares	Sole	2026-01-20
2025-09-30	$697,602	876	-12.7%	Shares	Sole	2025-10-24
2025-06-30	$709,873	1,003	-2.1%	Shares	Sole	2025-07-29
2025-03-31	$559,947	1,025	+4.5%	Shares	Sole	2025-04-21
2024-12-31	$561,740	981	+5.8%	Shares	Sole	2025-01-16
2024-09-30	$458,966	927	-32.5%	Shares	Sole	2024-10-17
2024-06-30	$621,487	1,374	-23.1%	Shares	Sole	2024-07-15
2024-03-31	$746,412	1,787	-2.2%	Shares	Sole	2024-04-15
2023-12-31	$705,187	1,828	+27.6%	Shares	Sole	2024-01-26
2023-09-30	$463,675	1,433	+14.3%	Shares	Sole	2023-10-18
2023-06-30	$404,465	1,254	+23.5%	Shares	Sole	2023-07-19
2023-03-31	$332,016	1,015	+2.9%	Shares	Sole	2023-04-27
2022-12-31	$338,572	986	+10.5%	Shares	Sole	2023-01-23
2022-09-30	$261,400	892	+21.0%	Shares	Sole	2022-10-28
2022-06-30	$218,903	737	-5.1%	Shares	Sole	2022-07-25
2022-03-31	$256,487	777	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$296,858	776	+10.1%	Shares	Sole	2022-02-14
2021-09-30	$266,511	705	-2.2%	Shares	Sole	2021-10-27
2021-06-30	$273,641	721	+1.7%	Shares	Sole	2021-08-13
2021-03-31	$231,843	709	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.