Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$492,537
-$320,459 QoQ
Shares Held
487
-49.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,200
of 3,124 holders
Holding Since
Mar 2021
12 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, 2026WealthShield Partners, LLC holds $923,368 across 2 Capital Markets names. GS ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
487 | $492,537 | |
| 2 | MS |
Morgan Stanley
|
2,061 | $430,831 |
All Filings in GS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,537 | 487 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $812,996 | 961 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $805,164 | 916 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $589,299 | 740 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $522,319 | 738 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $408,624 | 748 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $345,289 | 603 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $319,345 | 645 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $259,631 | 574 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $239,754 | 574 | Shares | Sole | 2024-04-29 | |
| 2021-12-31 | $369,543 | 966 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $82,731 | 253 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||