WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1632972
PLYMOUTH, MN
Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$85,196,797
-$30,569,320 QoQ
Shares Held
84,239
-38.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#213
of 3,125 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
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
$42,130
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 Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. GS ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
730,082 | $152,616,341 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
84,239 | $85,196,797 | |
| 3 | SCHW |
Schwab Charles Corp
|
732,753 | $67,611,119 | |
| 4 | WULF |
Terawulf Inc.
|
1,959,166 | $48,391,400 | |
| 5 | MC |
Moelis & Co
|
283,885 | $18,571,756 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
138,296 | $13,868,322 | |
| 7 | TW |
Tradeweb Markets Inc.
|
96,556 | $9,622,770 | |
| 8 | EVR |
Evercore Inc.
|
26,830 | $9,160,835 |
All Filings in GS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,196,797 | 84,239 | Shares | Sole | 2026-07-15 | |
| 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 | $42,130 | 2,200 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $53,214,091 | 117,647 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $53,680 | 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 | $5,925 | 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. | ||||||