Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,046,214
+$770,661 QoQ
Shares Held
6,967
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#798
of 3,124 holders
Holding Since
Mar 2020
26 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, 2026CreativeOne Wealth, LLC holds $21,994,971 across 7 Capital Markets names. GS ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
55,217 | $11,542,561 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
6,967 | $7,046,214 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
16,365 | $1,424,408 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,046 | $1,203,753 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,681 | $369,130 | |
| 6 | SNEX |
StoneX Group Inc.
|
2,718 | $214,721 | |
| 7 | CLSK |
Cleanspark, Inc.
|
13,346 | $194,184 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,046,214 | 6,967 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $6,275,553 | 7,418 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,544,155 | 7,445 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,736,108 | 7,203 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,000,961 | 7,066 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,790,705 | 6,939 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,044,047 | 5,316 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,161,154 | 4,365 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,513,010 | 3,345 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,617,713 | 3,873 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,297,344 | 3,363 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,109,847 | 3,437 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $944,397 | 2,928 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,445,826 | 4,420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,510,872 | 4,400 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,373,232 | 4,686 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,338,669 | 4,507 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,383,119 | 4,190 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,238,668 | 8,466 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,001,558 | 7,940 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,982,346 | 7,858 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,402,469 | 7,347 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,923,500 | 7,294 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $410,983 | 2,045 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $388,323 | 1,965 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $305,779 | 1,978 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||