Position in GS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,949,927
-$1,934,099 QoQ
Shares Held
4,669
-30.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 19%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Belpointe Asset Management LLC holds $13,550,028 across 11 Capital Markets names. GS ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
4,669 | $3,949,927 | |
| 2 | MS |
Morgan Stanley
|
17,325 | $2,851,175 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
30,227 | $2,094,731 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,974 | $1,219,296 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
11,205 | $1,069,069 | |
| 6 | TW |
Tradeweb Markets Inc.
|
7,071 | $831,973 | |
| 7 | SNEX |
StoneX Group Inc.
|
5,148 | $622,779 | |
| 8 | IREN |
IREN Ltd
|
13,709 | $469,944 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,949,927 | 4,669 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $5,884,026 | 6,694 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $5,162,737 | 6,483 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $4,714,322 | 6,661 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $3,073,427 | 5,626 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $2,095,789 | 3,660 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,407,719 | 4,863 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,746,407 | 3,861 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,908,425 | 4,569 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,852,853 | 4,803 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,707,155 | 5,276 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,366,601 | 4,237 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,295,657 | 7,018 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,137,917 | 17,875 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,466,554 | 18,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,449,722 | 18,348 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,057,843 | 6,234 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,878,688 | 7,525 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,794,775 | 7,393 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,841,161 | 7,486 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,042,081 | 9,303 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,857,573 | 7,044 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $839,853 | 4,179 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,190,222 | 11,083 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $560,852 | 3,628 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||