Dakota Wealth Management
Position in GS — Goldman Sachs Group Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,485,607
+$2,043,593 QoQ
Shares Held
13,334
-1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#558
of 3,125 holders
Holding Since
Jun 2020
25 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, 2026Dakota Wealth Management holds $23,462,402 across 7 Capital Markets names. GS ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
13,334 | $13,485,607 | |
| 2 | SCHW |
Schwab Charles Corp
|
28,405 | $2,620,929 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
28,506 | $2,481,162 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
38,608 | $2,299,878 | |
| 5 | MS |
Morgan Stanley
|
8,972 | $1,875,506 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,776 | $369,698 | |
| 7 | XP |
XP Inc.
|
20,272 | $329,622 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,485,607 | 13,334 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $11,442,014 | 13,525 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $16,010,985 | 18,215 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $16,085,473 | 20,199 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $11,543,402 | 16,310 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $8,660,881 | 15,854 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $9,192,268 | 16,053 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,032,169 | 16,223 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $7,190,983 | 15,898 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $6,703,506 | 16,049 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $4,749,214 | 12,311 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,881,545 | 11,996 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,223,660 | 13,095 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $990,815 | 3,029 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $1,079,243 | 3,143 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $740,829 | 2,528 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $727,996 | 2,451 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,064,114 | 6,253 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $4,079,895 | 10,665 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,992,374 | 10,561 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,348,972 | 8,824 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,365,225 | 4,175 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $323,572 | 1,227 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $201,170 | 1,001 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $200,584 | 1,015 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||