Position in GS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,366,819
+$933,066 QoQ
Shares Held
7,284
-4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#786
of 3,136 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, 2026Avior Wealth Management, LLC holds $11,837,487 across 6 Capital Markets names. GS ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
7,284 | $7,366,819 | |
| 2 | MS |
Morgan Stanley
|
9,031 | $1,887,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,829 | $1,460,541 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,942 | $547,022 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,131 | $334,493 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,401 | $240,772 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,366,819 | 7,284 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,433,753 | 7,605 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,709,407 | 7,633 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $6,356,465 | 7,982 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,942,269 | 8,396 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,685,529 | 8,577 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,573,882 | 9,734 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $5,873,489 | 11,863 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $5,158,257 | 11,404 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,103,336 | 12,218 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,206,050 | 10,903 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,527,560 | 10,902 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,508,912 | 10,879 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,376,102 | 10,321 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,390,534 | 9,874 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,905,004 | 9,913 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,890,301 | 9,731 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,302,650 | 10,005 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,727,949 | 9,745 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,539,116 | 9,362 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,664,741 | 9,656 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,192,828 | 9,764 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,592,533 | 9,831 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,842,492 | 9,168 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,616,729 | 8,181 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $1,242,285 | 8,036 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||