Position in GS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,877,540
+$3,678,778 QoQ
Shares Held
18,768
+35.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $49,042,214 across 15 Capital Markets names. GS ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
228,577 | $21,481,666 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
18,768 | $15,877,540 | |
| 3 | MS |
Morgan Stanley
|
38,756 | $6,378,074 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
3,768 | $1,133,527 | |
| 5 | WULF |
Terawulf Inc.
|
76,425 | $1,102,812 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,731 | $1,020,858 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
31,072 | $573,278 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
3,596 | $516,457 |
All Filings in GS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,877,540 | 18,768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,198,762 | 13,878 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $9,912,964 | 12,448 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,541,177 | 13,481 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,301,165 | 13,365 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,362,175 | 12,857 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,139,486 | 14,420 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,648,199 | 14,698 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,037,708 | 14,455 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,791,095 | 17,604 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,022,284 | 18,612 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,803,462 | 17,993 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,648,510 | 20,325 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,324,638 | 21,331 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,000,491 | 20,476 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,053,564 | 20,381 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,095,829 | 21,496 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $4,870,244 | 12,731 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,919,525 | 7,723 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,164,398 | 3,068 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||