Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,942,075
+$670,592 QoQ
Shares Held
2,909
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,152
of 3,125 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $14,550,816 across 7 Capital Markets names. GS ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,001 | $5,017,169 | |
| 2 | IREN |
IREN Ltd
|
90,391 | $4,133,580 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
2,909 | $2,942,075 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,168 | $1,019,647 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
19,218 | $526,188 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,472 | $504,901 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
14,896 | $407,256 |
All Filings in GS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,942,075 | 2,909 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,271,483 | 2,685 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,214,201 | 2,519 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,857,088 | 2,332 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,184,065 | 1,673 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $786,657 | 1,440 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $777,045 | 1,357 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $627,799 | 1,268 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $530,119 | 1,172 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $465,624 | 1,207 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $417,728 | 1,291 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $526,385 | 1,632 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,408,813 | 10,421 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,411,136 | 9,934 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,803,316 | 9,566 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,875,485 | 26,515 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,504,011 | 10,615 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,265,475 | 3,308 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,225,951 | 3,243 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,068,818 | 5,451 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,085,640 | 3,320 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $454,899 | 1,725 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $354,913 | 1,766 | Shares | Sole | 2020-10-09 | |
| 2020-03-31 | $256,155 | 1,657 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||