Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$49,126,251
+$8,926,536 QoQ
Shares Held
48,574
+2.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#284
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $118,563,205 across 13 Capital Markets names. GS ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
290,836 | $60,796,319 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
48,574 | $49,126,251 | |
| 3 | SCHW |
Schwab Charles Corp
|
42,736 | $3,943,234 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
16,014 | $1,393,850 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,640 | $866,407 | |
| 6 | MC |
Moelis & Co
|
6,707 | $438,755 | |
| 7 | MARA |
MARA Holdings, Inc.
|
30,142 | $418,663 | |
| 8 | EVR |
Evercore Inc.
|
1,184 | $404,259 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,126,251 | 48,574 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $40,199,715 | 47,518 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $58,008,726 | 65,994 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $68,930,434 | 86,558 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $58,132,444 | 82,137 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $41,605,426 | 76,160 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $40,679,481 | 71,041 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $33,536,758 | 67,736 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $26,610,427 | 58,831 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $22,216,085 | 53,188 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $20,011,432 | 51,874 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,200,038 | 40,795 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $11,601,441 | 35,969 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,616,052 | 29,397 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $10,933,219 | 31,840 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,095,166 | 37,861 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,097,261 | 37,362 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,307,981 | 40,315 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $14,673,087 | 38,356 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $14,139,834 | 37,404 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $12,926,032 | 34,058 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $10,635,021 | 32,523 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,114,345 | 34,562 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,424,381 | 26,991 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,259,896 | 21,556 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $650,205 | 4,206 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||