TRUE Private Wealth Advisors

Position in GS — Goldman Sachs Group Inc

CIK 1667074 Salem, OR

Position in GS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,253,055

+$366,617 QoQ

Shares Held

5,194

-10.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.84%

of 13F equity value

Holder Rank

#910

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $7,200,538 across 3 Capital Markets names. GS ranks #1 (73.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	5,194	$5,253,055
2	MS	Morgan Stanley	8,155	$1,704,721
3	SCHW	Schwab Charles Corp	2,631	$242,762

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,253,055	5,194	-10.1%	Shares	Sole	2026-07-23
2026-03-31	$4,886,438	5,776	-3.9%	Shares	Sole	2026-05-15
2025-12-31	$5,283,669	6,011	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$4,754,209	5,970	-13.5%	Shares	Sole	2025-11-14
2025-06-30	$4,882,059	6,898	-1.0%	Shares	Sole	2025-08-11
2025-03-31	$3,807,641	6,970	-25.2%	Shares	Sole	2025-05-15
2024-12-31	$5,333,955	9,315	-1.7%	Shares	Sole	2025-02-13
2024-09-30	$4,690,177	9,473	+0.8%	Shares	Sole	2024-11-14
2024-06-30	$4,250,451	9,397	-5.2%	Shares	Sole	2024-07-16
2024-03-31	$4,142,231	9,917	-16.9%	Shares	Sole	2024-04-25
2023-12-31	$4,606,093	11,940	+9.0%	Shares	Sole	2024-01-30
2023-09-30	$3,544,062	10,953	+2.5%	Shares	Sole	2023-11-13
2023-06-30	$3,445,694	10,683	+2.5%	Shares	Sole	2023-08-11
2023-03-31	$3,409,467	10,423	+0.0%	Shares	Sole	2023-05-11
2022-12-31	$3,577,332	10,418	+2.4%	Shares	Sole	2023-02-14
2022-09-30	$2,981,783	10,175	+2.8%	Shares	Sole	2022-11-04
2022-06-30	$2,938,715	9,894	+3.7%	Shares	Sole	2022-07-28
2022-03-31	$3,149,814	9,542	+10.2%	Shares	Sole	2022-05-09
2021-12-31	$3,313,648	8,662	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$3,282,056	8,682	-3.7%	Shares	Sole	2021-11-05
2021-06-30	$3,421,462	9,015	-13.1%	Shares	Sole	2021-08-10
2021-03-31	$3,391,644	10,372	-19.2%	Shares	Sole	2021-05-12
2020-12-31	$3,383,926	12,832	-1.2%	Shares	Sole	2021-01-11
2020-09-30	$2,610,801	12,991	-1.2%	Shares	Sole	2020-10-09
2020-06-30	$2,598,307	13,148	+0.7%	Shares	Sole	2020-07-07
2020-03-31	$2,018,945	13,060	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.