Position in GS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,077,045
+$1,620,490 QoQ
Shares Held
8,975
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#695
of 3,124 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Sep 30, 2025CallValue
$79,635
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $17,119,483 across 9 Capital Markets names. GS ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
8,975 | $9,077,045 | |
| 2 | MS |
Morgan Stanley
|
24,365 | $5,093,259 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,792 | $1,364,857 | |
| 4 | SF |
Stifel Financial Corp
|
8,865 | $618,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
4,612 | $462,491 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,799 | $243,624 | |
| 7 | IREN |
IREN Ltd
|
4,530 | $207,156 | |
| 8 | BTBT |
Bit Digital, Inc
|
27,000 | $48,600 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,077,045 | 8,975 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,456,555 | 8,814 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,327,344 | 8,336 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,359,651 | 7,986 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $79,635 | 10,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $7,348,568 | 10,383 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $70,775 | 100 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $6,161,963 | 10,761 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $6,551,295 | 13,232 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $8,333,996 | 18,425 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,847,927 | 21,183 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,960,833 | 18,044 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $6,854,183 | 21,183 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $5,737,986 | 17,790 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,845,480 | 14,813 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $3,067,622 | 10,328 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,438,320 | 10,416 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,012,566 | 10,489 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,115,722 | 8,242 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,580,044 | 6,798 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,969,487 | 9,081 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,290,860 | 4,895 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,067,954 | 5,314 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $979,602 | 4,957 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $751,152 | 4,859 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||