Independent Advisor Alliance

Position in GS — Goldman Sachs Group Inc

CIK 1696899 CHARLOTTE, NC

Position in GS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,075,022

+$2,047,384 QoQ

Shares Held

8,973

+8.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#696

of 3,124 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $30,228,743 across 13 Capital Markets names. GS ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	45,127	$9,433,347
2	GS	Goldman Sachs Group Inc This page	8,973	$9,075,022
3	SCHW	Schwab Charles Corp	52,052	$4,802,837
4	HUT	Hut 8 Corp.	20,339	$2,348,035
5	HOOD	Robinhood Markets, Inc.	17,670	$1,771,947
6	LPLA	LPL Financial Holdings Inc.	4,839	$1,363,049
7	IBKR	Interactive Brokers Group, Inc.	5,494	$478,197
8	NMR	Nomura Holdings Inc	40,360	$354,360

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,075,022	8,973	+8.0%	Shares	Sole	2026-08-12
2026-03-31	$7,027,638	8,307	-12.3%	Shares	Sole	2026-05-12
2025-12-31	$8,327,646	9,474	+7.7%	Shares	Sole	2026-02-04
2025-09-30	$7,003,101	8,794	+2.6%	Shares	Sole	2025-11-04
2025-06-30	$6,065,417	8,570	+18.1%	Shares	Sole	2025-08-11
2025-03-31	$3,962,787	7,254	+3.3%	Shares	Sole	2025-05-12
2024-12-31	$4,020,364	7,021	+28.2%	Shares	Sole	2025-02-07
2024-09-30	$2,712,212	5,478	-8.2%	Shares	Sole	2024-11-13
2024-06-30	$2,698,087	5,965	+10.1%	Shares	Sole	2024-08-12
2024-03-31	$2,263,043	5,418	+0.6%	Shares	Sole	2024-05-08
2023-12-31	$2,077,757	5,386	-10.3%	Shares	Sole	2024-02-08
2023-09-30	$1,943,684	6,007	+19.9%	Shares	Sole	2023-10-24
2023-06-30	$1,615,925	5,010	+3.3%	Shares	Sole	2023-07-28
2023-03-31	$1,585,829	4,848	-0.0%	Shares	Sole	2023-05-12
2022-09-30	$1,421,292	4,850	-0.3%	Shares	Sole	2022-11-04
2022-06-30	$1,445,596	4,867	-19.0%	Shares	Sole	2022-08-04
2022-03-31	$1,984,561	6,012	-1.1%	Shares	Sole	2022-05-06
2021-12-31	$2,324,756	6,077	+5.4%	Shares	Sole	2022-02-11
2021-09-30	$2,179,342	5,765	-17.0%	Shares	Sole	2021-11-01
2021-06-30	$2,637,353	6,949	-13.0%	Shares	Sole	2021-08-12
2021-03-31	$2,612,403	7,989	+53.8%	Shares	Sole	2021-05-14
2020-12-31	$1,369,973	5,195	+25.2%	Shares	Sole	2021-02-11
2020-09-30	$833,623	4,148	-17.6%	Shares	Sole	2020-11-04
2020-06-30	$994,819	5,034	+4.1%	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.