Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,303,655
+$277,862 QoQ
Shares Held
1,289
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,580
of 3,125 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $9,105,621 across 18 Capital Markets names. GS ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
21,966 | $4,591,772 | |
| 2 | SCHW |
Schwab Charles Corp
|
29,741 | $2,744,202 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
1,289 | $1,303,655 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
872 | $245,624 | |
| 5 | IREN |
IREN Ltd
|
1,877 | $85,835 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
8,200 | $29,848 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
290 | $29,081 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,890 | $25,155 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,655 | 1,289 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,025,793 | 1,167 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $935,711 | 1,175 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $729,690 | 1,031 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $606,928 | 1,111 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $781,626 | 1,365 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $725,973 | 1,605 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $512,688 | 1,329 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $753,270 | 2,328 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $795,531 | 2,432 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $977,259 | 2,846 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $839,588 | 2,865 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $851,853 | 2,868 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,910,618 | 5,788 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,611,272 | 9,440 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,595,065 | 9,510 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,840,022 | 7,483 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,208,265 | 3,695 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $606,533 | 2,300 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $322,958 | 1,607 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $316,982 | 1,604 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $231,421 | 1,497 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||