Foundations Investment Advisors, LLC
EndowmentPosition in GS — Goldman Sachs Group Inc
CIK 1743404
PHOENIX, AZ
Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,883,366
+$16,268,872 QoQ
Shares Held
72,064
+7.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#237
of 3,140 holders
Holding Since
Jun 2022
17 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, 2026Foundations Investment Advisors, LLC holds $233,990,592 across 11 Capital Markets names. GS ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
378,795 | $79,183,305 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
72,064 | $72,883,366 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
619,285 | $62,101,897 | |
| 4 | IREN |
IREN Ltd
|
196,933 | $9,005,745 | |
| 5 | MARA |
MARA Holdings, Inc.
|
398,085 | $5,529,400 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
39,842 | $2,495,304 | |
| 7 | SCHW |
Schwab Charles Corp
|
13,151 | $1,213,442 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
30,142 | $825,287 |
All Filings in GS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,883,366 | 72,064 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $56,614,494 | 66,921 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $54,091,902 | 61,538 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $44,297,765 | 55,626 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $36,118,605 | 51,033 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $26,179,854 | 47,923 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $4,761,335 | 8,315 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $893,178 | 1,804 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $798,797 | 1,766 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,312,799 | 3,143 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,260,696 | 3,268 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $878,816 | 2,716 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $623,147 | 1,932 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $670,902 | 2,051 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $630,102 | 1,835 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $523,387 | 1,786 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $341,870 | 1,151 | Shares | Sole | 2022-07-08 | |
| No filing history on record for this holder in this stock. | ||||||