Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,349,870
+$6,362,640 QoQ
Shares Held
8,256
+251.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#728
of 3,125 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $42,112,291 across 4 Capital Markets names. GS ranks #3 (19.8% of the industry book) .
All Filings in GS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,349,870 | 8,256 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,987,230 | 2,349 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,727,866 | 7,654 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,873,877 | 7,376 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $777,817 | 1,099 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $4,212,192 | 7,356 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $2,664,164 | 5,890 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $385 | 1 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $259,826 | 803 | Shares | Sole | 2023-11-07 | |
| 2021-09-30 | $51,412 | 136 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||