WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1632972
PLYMOUTH, MN
Position in GS
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$115,766,117
+$58,811,312 QoQ
Shares Held
136,841
+111.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 7.152096228469537.ToString("F0")%
Shared 0.ToString("F0")%
None 92.84790377153045.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$1,089,242
PutShares
2,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $429,680,540 across 32 Capital Markets names. GS ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
136,841 | $115,766,117 | |
| 2 | MS |
Morgan Stanley
|
699,710 | $115,151,274 | |
| 3 | SCHW |
Schwab Charles Corp
|
705,118 | $66,266,989 | |
| 4 | WULF |
Terawulf Inc.
|
1,892,064 | $27,302,483 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
303,431 | $21,027,768 | |
| 6 | MC |
Moelis & Co
|
283,530 | $16,161,210 | |
| 7 | TW |
Tradeweb Markets Inc.
|
94,058 | $11,066,864 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
56,172 | $9,267,256 |
All Filings in GS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,766,117 | 136,841 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $56,954,805 | 64,795 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $56,606,947 | 71,083 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $83,735,318 | 118,312 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $53,540,790 | 98,008 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $83,679,251 | 146,134 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $45,441,690 | 91,781 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $1,089,242 | 2,200 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $53,214,091 | 117,647 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $995,104 | 2,200 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $44,020,766 | 105,391 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $41,097,621 | 106,534 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $578,655 | 1,500 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $31,887,176 | 98,548 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $237,154 | 725 | Shares | Sole | 2023-04-25 | |
| 2021-03-31 | $1,542,132 | 4,716 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,221,768 | 4,633 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,599,145 | 12,933 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $1,631,697 | 10,555 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||