Asset Dedication, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1475896 SAN FRANCISCO, CA

Position in GS

as of Mar 31, 2026 · filed May 29, 2026 Compact

Position Value

$5,494,705

-$845,522 QoQ

Shares Held

6,495

-10.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Asset Dedication, LLC holds $7,011,331 across 10 Capital Markets names. GS ranks #1 (78.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	6,495	$5,494,705
2	MS	Morgan Stanley	7,301	$1,201,525
3	SCHW	Schwab Charles Corp	3,050	$286,639
4	LPLA	LPL Financial Holdings Inc.	30	$9,024
5	IBKR	Interactive Brokers Group, Inc.	124	$8,316
6	HLI	Houlihan Lokey, Inc.	44	$6,319
7	BMNR	Bitmine Immersion Technologies, Inc.	208	$4,114
8	FUTU	Futu Holdings Ltd	4	$547

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,494,705	6,495	-10.0%	Shares	Sole	2026-05-29
2025-12-31	$6,340,227	7,213	+0.5%	Shares	Sole	2026-01-26
2025-09-30	$5,717,793	7,180	-1.5%	Shares	Sole	2025-11-20
2025-06-30	$5,161,620	7,293	-1.0%	Shares	Sole	2025-08-19
2025-03-31	$4,022,333	7,363	-5.7%	Shares	Sole	2025-05-01
2024-12-31	$4,468,726	7,804	-25.1%	Shares	Sole	2025-01-23
2024-09-30	$5,159,541	10,421	-14.1%	Shares	Sole	2024-10-15
2024-06-30	$5,484,832	12,126	+2.6%	Shares	Sole	2024-08-06
2024-03-31	$4,934,589	11,814	+1.0%	Shares	Sole	2024-04-16
2023-12-31	$4,510,422	11,692	+2.0%	Shares	Sole	2024-02-08
2023-09-30	$3,707,788	11,459	+2.2%	Shares	Sole	2023-11-13
2023-06-30	$3,617,286	11,215	+9.0%	Shares	Sole	2023-08-22
2023-03-31	$3,365,634	10,289	+0.3%	Shares	Sole	2023-04-24
2022-12-31	$3,521,361	10,255	+5.5%	Shares	Sole	2023-01-19
2022-09-30	$2,849,325	9,723	+6.6%	Shares	Sole	2022-10-27
2022-06-30	$2,710,010	9,124	+6.6%	Shares	Sole	2022-07-19
2022-03-31	$2,824,335	8,556	+1.4%	Shares	Sole	2022-04-21
2021-12-31	$3,226,809	8,435	+15.4%	Shares	Sole	2022-01-21
2021-09-30	$2,763,021	7,309	+0.5%	Shares	Sole	2021-10-18
2021-06-30	$2,759,562	7,271	+65.8%	Shares	Sole	2021-07-21
2021-03-31	$1,434,222	4,386	-36.9%	Shares	Sole	2021-05-03
2020-12-31	$1,832,784	6,950	+13.3%	Shares	Sole	2021-01-28
2020-09-30	$1,233,151	6,136	+28.6%	Shares	Sole	2020-10-20
2020-06-30	$942,845	4,771	+16.3%	Shares	Sole	2020-08-24
2020-03-31	$633,973	4,101	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.