Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,318,304
+$531,613 QoQ
Shares Held
3,281
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,105
of 3,136 holders
Holding Since
Sep 2021
20 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, 2026Modera Wealth Management, LLC holds $19,159,241 across 4 Capital Markets names. GS ranks #2 (17.3% of the industry book) .
All Filings in GS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,304 | 3,281 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,786,691 | 3,294 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,702,348 | 4,212 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,292,907 | 4,135 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,862,141 | 4,044 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,295,510 | 4,202 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,388,970 | 4,172 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,962,120 | 3,963 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,783,045 | 3,942 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,259,753 | 3,016 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,137,635 | 2,949 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,039,630 | 3,213 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $943,106 | 2,924 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $422,626 | 1,292 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $399,350 | 1,163 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $390,049 | 1,331 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $378,403 | 1,274 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $432,431 | 1,310 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,433,032 | 3,746 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $361,396 | 956 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||