Position in GS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$21,482,224
-$1,704,038 QoQ
Shares Held
25,393
-3.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Colonial Trust Advisors holds $29,984,382 across 9 Capital Markets names. GS ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
25,393 | $21,482,224 | |
| 2 | SCHW |
Schwab Charles Corp
|
89,954 | $8,453,876 | |
| 3 | IREN |
IREN Ltd
|
500 | $17,140 | |
| 4 | MS |
Morgan Stanley
|
93 | $15,305 | |
| 5 | MARA |
MARA Holdings, Inc.
|
1,000 | $8,160 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
15 | $4,512 | |
| 7 | BTBT |
Bit Digital, Inc
|
1,700 | $2,227 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
20 | $825 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,482,224 | 25,393 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,186,262 | 26,378 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $21,538,878 | 27,047 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,273,448 | 27,232 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,781,514 | 27,058 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,380,000 | 26,859 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,406,588 | 27,078 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,844,451 | 26,186 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,590,112 | 25,354 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,625,347 | 24,951 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,065,305 | 24,926 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,986,735 | 24,762 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,353,408 | 25,537 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,845,468 | 25,760 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,550,433 | 25,765 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,559,159 | 25,450 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,414,909 | 25,492 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,203,005 | 24,057 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,137,363 | 24,171 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,240,796 | 24,348 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,913,727 | 24,201 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,393,648 | 24,245 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,753,342 | 23,652 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,609,091 | 23,323 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,433,907 | 22,213 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||