Position in GS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,027,638
-$1,300,008 QoQ
Shares Held
8,307
-12.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $27,351,919 across 13 Capital Markets names. GS ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
50,622 | $8,330,861 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
8,307 | $7,027,638 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,129 | $4,711,122 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
54,626 | $3,785,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,035 | $1,514,678 | |
| 6 | HUT |
Hut 8 Corp.
|
21,465 | $1,006,922 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,129 | $344,001 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,411 | $230,032 |
All Filings in GS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,027,638 | 8,307 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,327,646 | 9,474 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,003,101 | 8,794 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,065,417 | 8,570 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,962,787 | 7,254 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,020,364 | 7,021 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,712,212 | 5,478 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,698,087 | 5,965 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,263,043 | 5,418 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,077,757 | 5,386 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,943,684 | 6,007 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,615,925 | 5,010 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,585,829 | 4,848 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,421,292 | 4,850 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,445,596 | 4,867 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,984,561 | 6,012 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,324,756 | 6,077 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,179,342 | 5,765 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,637,353 | 6,949 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,612,403 | 7,989 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,369,973 | 5,195 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $833,623 | 4,148 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $994,819 | 5,034 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $747,288 | 4,834 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||