Position in GS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,163,644
+$5,793,531 QoQ
Shares Held
14,378
+98.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $35,533,723 across 26 Capital Markets names. GS ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
14,378 | $12,163,644 | |
| 2 | MS |
Morgan Stanley
|
33,688 | $5,544,034 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
43,503 | $3,014,757 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,619 | $2,595,633 | |
| 5 | SF |
Stifel Financial Corp
|
21,462 | $1,586,471 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
7,796 | $1,286,184 | |
| 7 | TW |
Tradeweb Markets Inc.
|
10,414 | $1,225,311 | |
| 8 | EVR |
Evercore Inc.
|
3,185 | $950,754 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,163,644 | 14,378 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,370,113 | 7,247 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $9,111,836 | 11,442 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,725,091 | 10,915 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,769,882 | 14,223 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $9,019,337 | 15,751 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $7,364,266 | 14,874 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,184,944 | 11,463 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,993,066 | 11,954 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,374,246 | 11,339 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $5,084,255 | 15,713 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,612,322 | 14,300 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $4,909,593 | 15,009 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,590,115 | 7,543 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,432,901 | 8,302 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,521,699 | 8,490 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,371,768 | 7,185 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,723,770 | 4,506 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,614,944 | 4,272 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,181,476 | 3,113 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,050,978 | 3,214 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $731,004 | 2,772 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $544,628 | 2,710 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $479,821 | 2,428 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||