Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,630,201
+$5,466,557 QoQ
Shares Held
17,432
+21.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#493
of 3,136 holders
Holding Since
Jun 2020
25 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, 2026Integrated Wealth Concepts LLC holds $55,986,957 across 53 Capital Markets names. GS ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
17,432 | $17,630,201 | |
| 2 | MS |
Morgan Stanley
|
48,243 | $10,084,716 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,991 | $6,550,339 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
41,223 | $4,133,842 | |
| 5 | WULF |
Terawulf Inc.
|
93,432 | $2,307,770 | |
| 6 | HUT |
Hut 8 Corp.
|
17,433 | $2,012,552 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
21,967 | $1,912,007 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,061 | $1,401,319 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,630,201 | 17,432 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||