Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$290,263
+$36,466 QoQ
Shares Held
287
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,597
of 3,125 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Wealth Architects, LLC holds $580,201 across 2 Capital Markets names. GS ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
287 | $290,263 | |
| 2 | MS |
Morgan Stanley
|
1,387 | $289,938 |
All Filings in GS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,263 | 287 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $253,797 | 300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,216 | 304 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $242,090 | 304 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $210,909 | 298 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||