Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,888,472
+$580,612 QoQ
Shares Held
2,856
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#395
of 1,334 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Smith Salley Wealth Management holds $9,376,350 across 3 Capital Markets names. GS ranks #2 (30.8% of the industry book) .
All Filings in GS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,888,472 | 2,856 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,307,860 | 2,728 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,249,361 | 2,559 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,982,911 | 2,490 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,701,431 | 2,404 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,317,105 | 2,411 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $207,861 | 363 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||