Circle Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1578242 SUMMIT, NJ

Position in GS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$20,819,051

+$3,410,269 QoQ

Shares Held

20,585

+0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#459

of 3,136 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Circle Wealth Management, LLC holds $26,830,320 across 6 Capital Markets names. GS ranks #1 (77.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	20,585	$20,819,051
2	HOOD	Robinhood Markets, Inc.	29,709	$2,979,218
3	FIGR	Figure Technology Solutions, Inc.	33,255	$1,021,261
4	SCHW	Schwab Charles Corp	10,368	$956,655
5	MS	Morgan Stanley	3,172	$663,074
6	CRCL	Circle Internet Group, Inc.	6,244	$391,061

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,819,051	20,585	+0.0%	Shares	Sole	2026-08-12
2026-03-31	$17,408,782	20,578	+0.0%	Shares	Sole	2026-05-12
2025-12-31	$18,087,183	20,577	-11.8%	Shares	Sole	2026-02-13
2025-09-30	$18,576,456	23,327	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$16,508,976	23,326	+1.7%	Shares	Sole	2025-08-14
2025-03-31	$12,524,790	22,927	-2.1%	Shares	Sole	2025-05-14
2024-12-31	$13,409,615	23,418	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$11,530,121	23,288	-2.9%	Shares	Sole	2024-11-14
2024-06-30	$10,843,015	23,972	-5.7%	Shares	Sole	2024-08-13
2024-03-31	$10,615,591	25,415	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$9,795,471	25,392	-21.9%	Shares	Sole	2024-02-15
2023-09-30	$10,516,995	32,503	+0.1%	Shares	Sole	2023-11-15
2023-06-30	$10,468,358	32,456	-0.4%	Shares	Sole	2023-08-11
2023-03-31	$10,660,187	32,589	-1.6%	Shares	Sole	2023-05-09
2022-12-31	$11,370,685	33,114	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$9,711,677	33,140	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$9,834,035	33,109	+0.5%	Shares	Sole	2022-08-12
2022-03-31	$10,869,862	32,929	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$12,311,224	32,182	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$12,144,591	32,126	-6.2%	Shares	Sole	2021-11-12
2021-06-30	$13,004,974	34,266	+29.7%	Shares	Sole	2021-08-16
2021-03-31	$8,638,686	26,418	-3.0%	Shares	Sole	2021-05-17
2020-12-31	$7,185,570	27,248	-10.2%	Shares	Sole	2021-02-18
2020-09-30	$6,097,630	30,341	-37.7%	Shares	Sole	2020-11-16
2020-06-30	$9,617,177	48,665	+6.0%	Shares	Sole	2020-08-14
2020-03-31	$7,099,854	45,927	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.