Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,025,146,881
+$122,059,324 QoQ
Shares Held
1,013,622
-5.0% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
5.22%
of 13F equity value
Holder Rank
#33
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,025,146,881 across 1 Capital Markets name. GS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
1,013,622 | $1,025,146,881 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,146,881 | 1,013,622 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $903,087,557 | 1,067,492 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $822,696,534 | 935,946 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $786,461,721 | 987,583 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $708,665,828 | 1,001,294 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $605,429,715 | 1,108,257 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $621,909,411 | 1,086,077 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $557,475,045 | 1,125,962 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $503,006,978 | 1,112,060 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $498,471,663 | 1,193,401 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $459,068,228 | 1,190,005 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $405,550,665 | 1,253,363 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $391,946,737 | 1,215,188 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $380,102,800 | 1,162,003 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $339,935,898 | 989,970 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $286,498,280 | 977,643 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $269,369,220 | 906,906 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $222,125,610 | 672,904 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $221,251,235 | 578,359 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $196,871,218 | 520,782 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $186,176,543 | 490,545 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $163,687,698 | 500,574 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $141,149,985 | 535,247 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $94,972,392 | 472,570 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $86,018,254 | 435,271 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $66,162,974 | 427,990 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||