IPG Investment Advisors LLC

Position in GS — Goldman Sachs Group Inc

CIK 1602237 SAN DIEGO, CA

Position in GS

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

Position Value

$7,332,432

+$2,275,104 QoQ

Shares Held

7,250

+21.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#786

of 3,146 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

IPG Investment Advisors LLC holds $10,813,794 across 3 Capital Markets names. GS ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	7,250	$7,332,432
2	MS	Morgan Stanley	16,099	$3,365,334
3	TIGR	UP Fintech Holding Ltd	26,370	$116,028

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,332,432	7,250	+21.3%	Shares	Sole	2026-08-12
2026-03-31	$5,057,328	5,978	+18.7%	Shares	Sole	2026-05-12
2025-12-31	$4,428,402	5,038	0.0%	Shares	Sole	2026-02-09
2025-09-30	$4,012,011	5,038	+5.2%	Shares	Sole	2025-11-13
2025-06-30	$3,387,999	4,787	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$2,594,877	4,750	+75.9%	Shares	Sole	2025-05-09
2024-12-31	$1,546,074	2,700	0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,336,797	2,700	-42.6%	Shares	Sole	2024-11-13
2024-06-30	$2,125,904	4,700	-8.4%	Shares	Sole	2024-08-13
2024-03-31	$2,142,749	5,130	+54.1%	Shares	Sole	2024-05-15
2023-12-31	$1,284,614	3,330	+59.6%	Shares	Sole	2024-02-12
2023-09-30	$675,290	2,087	+0.6%	Shares	Sole	2023-11-09
2023-06-30	$668,947	2,074	-67.5%	Shares	Sole	2023-08-09
2023-03-31	$2,084,999	6,374	-23.9%	Shares	Sole	2023-05-12
2022-12-31	$2,875,464	8,374	+3.7%	Shares	Sole	2023-02-14
2022-09-30	$2,366,085	8,074	+18.3%	Shares	Sole	2022-11-14
2022-06-30	$2,026,864	6,824	+24.8%	Shares	Sole	2022-08-08
2022-03-31	$1,805,316	5,469	-14.1%	Shares	Sole	2022-05-13
2021-12-31	$2,436,460	6,369	-6.7%	Shares	Sole	2022-02-14
2021-09-30	$2,581,566	6,829	+2.5%	Shares	Sole	2021-11-08
2021-06-30	$2,527,669	6,660	+153.7%	Shares	Sole	2021-08-13
2021-03-31	$858,375	2,625	-70.4%	Shares	Sole	2021-05-12
2020-12-31	$2,342,272	8,882	+302.4%	Shares	Sole	2021-02-08
2020-09-30	$443,540	2,207	-53.0%	Shares	Sole	2020-11-05
2020-06-30	$928,221	4,697	+188.7%	Shares	Sole	2020-08-13
2020-03-31	$251,517	1,627	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.