Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,119,065
+$751,985 QoQ
Shares Held
3,084
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#377
of 1,334 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$1,650,500
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avestar Capital, LLC holds $8,884,009 across 7 Capital Markets names. GS ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
3,084 | $3,119,065 | |
| 2 | MS |
Morgan Stanley
|
13,658 | $2,855,068 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,744 | $1,175,888 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,744 | $1,077,408 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,199 | $365,480 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
40,000 | $145,600 | |
| 7 | CLSK |
Cleanspark, Inc.
|
10,000 | $145,500 |
All Filings in GS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,119,065 | 3,084 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,367,080 | 2,798 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,041,038 | 2,322 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,818,863 | 2,284 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,764,420 | 2,493 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,097,496 | 2,009 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,120,044 | 1,956 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $903,080 | 1,824 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $758,088 | 1,676 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $619,016 | 1,482 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $384,612 | 997 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $370,164 | 1,144 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $363,825 | 1,128 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $355,568 | 1,087 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $415,489 | 1,210 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $332,318 | 1,134 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $468,697 | 1,578 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $956,629 | 2,898 | Shares | Sole | 2022-04-26 | |
| 2022-03-31 | $1,650,500 | 5,000 | Put | Sole | 2022-04-26 | |
| 2021-12-31 | $980,858 | 2,564 | Shares | Sole | 2022-02-01 | |
| 2021-12-31 | $3,825,500 | 10,000 | Put | Sole | 2022-02-01 | |
| 2021-09-30 | $1,890,150 | 5,000 | Call | Sole | 2021-11-09 | |
| 2021-09-30 | $1,080,409 | 2,858 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,064,961 | 2,806 | Shares | Sole | 2021-08-03 | |
| 2021-06-30 | $5,692,950 | 15,000 | Put | Sole | 2021-08-03 | |
| 2021-03-31 | $599,064 | 1,832 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $336,230 | 1,275 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||