180 WEALTH ADVISORS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1730817 FEDERAL WAY, WA

Position in GS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,539,550

-$519,549 QoQ

Shares Held

2,511

-30.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,219

of 3,124 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $7,920,318 across 5 Capital Markets names. GS ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	44,698	$4,124,284
2	GS	Goldman Sachs Group Inc This page	2,511	$2,539,550
3	IBKR	Interactive Brokers Group, Inc.	6,345	$552,268
4	MS	Morgan Stanley	1,768	$369,582
5	HOOD	Robinhood Markets, Inc.	3,337	$334,634

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,539,550	2,511	-30.6%	Shares	Sole	2026-07-07
2026-03-31	$3,059,099	3,616	-27.1%	Shares	Sole	2026-05-01
2025-12-31	$4,357,203	4,957	+3.6%	Shares	Sole	2026-01-09
2025-09-30	$3,809,738	4,784	-5.5%	Shares	Sole	2025-10-16
2025-06-30	$3,583,338	5,063	-1.3%	Shares	Sole	2025-07-31
2025-03-31	$2,801,921	5,129	+70.1%	Shares	Sole	2025-04-09
2024-12-31	$1,726,449	3,015	+30.0%	Shares	Sole	2025-01-14
2024-09-30	$1,148,160	2,319	+9.0%	Shares	Sole	2024-11-01
2024-06-30	$962,536	2,128	+4.6%	Shares	Sole	2024-07-16
2024-03-31	$849,999	2,035	+0.9%	Shares	Sole	2024-04-16
2023-12-31	$777,712	2,016	-11.1%	Shares	Sole	2024-01-25
2023-09-30	$733,533	2,267	-43.4%	Shares	Sole	2023-11-01
2023-06-30	$1,292,417	4,007	+78.6%	Shares	Sole	2023-07-12
2023-03-31	$733,707	2,243	-2.5%	Shares	Sole	2023-04-07
2022-12-31	$790,117	2,301	-31.9%	Shares	Sole	2023-02-02
2022-09-30	$990,509	3,380	-3.0%	Shares	Sole	2022-10-12
2022-06-30	$1,035,114	3,485	+0.3%	Shares	Sole	2022-07-11
2022-03-31	$1,147,427	3,476	-14.6%	Shares	Sole	2022-04-22
2021-12-31	$1,556,978	4,070	+1.5%	Shares	Sole	2022-01-26
2021-09-30	$1,515,900	4,010	-3.7%	Shares	Sole	2021-10-28
2021-06-30	$1,579,603	4,162	+12.5%	Shares	Sole	2021-08-13
2021-03-31	$1,209,573	3,699	+36.8%	Shares	Sole	2021-05-25
2020-12-31	$713,071	2,704	+18.4%	Shares	Sole	2021-01-27
2020-09-30	$458,814	2,283	—	Shares	Sole	2020-10-23
No filing history on record for this holder in this stock.