Position in GS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$18,505,036
+$2,627,496 QoQ
Shares Held
18,297
-2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#487
of 3,146 holders
Holding Since
Jun 2021
21 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, 2026Beacon Pointe Advisors, LLC holds $53,375,085 across 13 Capital Markets names. GS ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
218,376 | $20,149,553 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
18,297 | $18,505,036 | |
| 3 | MS |
Morgan Stanley
|
36,403 | $7,609,683 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,546 | $2,561,752 | |
| 5 | WULF |
Terawulf Inc.
|
76,323 | $1,885,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
30,806 | $842,236 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,135 | $601,386 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,190 | $410,010 |
All Filings in GS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,505,036 | 18,297 | Shares | Sole | 2026-08-18 | |
| 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. | ||||||