Avidian Wealth Enterprises, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1471474 HOUSTON, TX

Position in GS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$956,756

+$450,008 QoQ

Shares Held

946

+57.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,780

of 3,124 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $8,065,179 across 5 Capital Markets names. GS ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	23,823	$4,979,959
2	SCHW	Schwab Charles Corp	17,958	$1,656,984
3	GS	Goldman Sachs Group Inc This page	946	$956,756
4	HOOD	Robinhood Markets, Inc.	2,396	$240,270
5	IREN	IREN Ltd	5,056	$231,210

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,756	946	+57.9%	Shares	Sole	2026-07-24
2026-03-31	$506,748	599	+40.3%	Shares	Sole	2026-05-07
2025-12-31	$375,333	427	-3.8%	Shares	Sole	2026-02-02
2025-09-30	$353,579	444	+31.4%	Shares	Sole	2025-10-30
2025-06-30	$239,219	338	-61.8%	Shares	Sole	2025-07-30
2022-03-31	$291,808	884	0.0%	Shares	Sole	2022-05-10
2021-12-31	$338,174	884	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.