Position in GS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$18,192,523
+$2,665,223 QoQ
Shares Held
17,988
-2.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#486
of 3,113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $45,780,263 across 16 Capital Markets names. GS ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
17,988 | $18,192,523 | |
| 2 | MS |
Morgan Stanley
|
66,996 | $14,004,843 | |
| 3 | SCHW |
Schwab Charles Corp
|
24,714 | $2,280,360 | |
| 4 | BGC |
BGC Group, Inc.
|
185,459 | $1,982,556 | |
| 5 | TW |
Tradeweb Markets Inc.
|
14,852 | $1,480,150 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
10,396 | $1,042,510 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
6,983 | $936,629 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
3,249 | $915,178 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,192,523 | 17,988 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $15,527,300 | 18,354 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,746,104 | 16,776 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $13,001,210 | 16,326 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,070,574 | 14,229 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,557,408 | 10,173 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,834,425 | 10,189 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $5,023,881 | 10,147 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,404,692 | 9,738 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,610,094 | 8,643 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,188,774 | 8,266 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,540,825 | 10,943 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $3,012,200 | 9,339 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,135,349 | 9,585 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,678,286 | 10,712 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,815,624 | 9,608 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,982,674 | 10,042 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,117,134 | 9,443 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $3,820,144 | 9,986 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,851,369 | 10,188 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $4,203,294 | 11,075 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,186,288 | 9,744 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,582,775 | 9,794 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,228,154 | 11,087 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,961,180 | 9,924 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,443,716 | 9,339 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||