Institute for Wealth Management, LLC.
Position in GS — Goldman Sachs Group Inc
CIK 1533954
DENVER, CO
Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,620,151
+$1,522,335 QoQ
Shares Held
9,512
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#675
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $14,785,728 across 16 Capital Markets names. GS ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
9,512 | $9,620,151 | |
| 2 | MS |
Morgan Stanley
|
16,397 | $3,427,628 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,886 | $1,004,451 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,025 | $288,722 | |
| 5 | LAZ |
Lazard, Inc.
|
2,808 | $117,767 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
2,119 | $105,907 | |
| 7 | PIPR |
Piper Sandler Companies
|
1,068 | $77,259 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
511 | $51,243 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,620,151 | 9,512 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,097,816 | 9,572 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,592,225 | 9,775 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,947,573 | 9,980 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,254,437 | 10,250 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,623,509 | 10,294 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,935,778 | 10,366 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,158,551 | 10,419 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,752,526 | 10,507 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,362,772 | 10,445 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,019,337 | 10,419 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,376,452 | 10,435 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,409,892 | 10,572 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,465,076 | 10,593 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,688,244 | 10,741 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,176,075 | 10,838 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,628,990 | 12,218 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,846,985 | 11,654 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,612,037 | 9,442 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,544,031 | 9,375 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,577,449 | 9,426 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,037,176 | 9,288 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,469,644 | 9,365 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,823,400 | 9,073 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,821,661 | 9,218 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,293,609 | 8,368 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||