Global Retirement Partners, LLC
PensionPosition in GS — Goldman Sachs Group Inc
CIK 1749744
San Rafael, CA
Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,582,944
+$4,084,168 QoQ
Shares Held
14,419
+20.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#536
of 3,126 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. GS ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in GS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,582,944 | 14,419 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $10,498,776 | 11,944 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,044,512 | 8,846 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,717,912 | 8,079 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,217,551 | 5,619 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,638,441 | 5,329 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,462,430 | 5,444 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,189,113 | 5,241 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,978,614 | 5,129 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,415,942 | 4,376 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $800,221 | 2,481 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $822,027 | 2,513 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $585,806 | 1,706 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $475,913 | 1,624 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $529,289 | 1,782 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $540,043 | 1,636 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $474,427 | 1,255 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $469,099 | 1,236 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $410,712 | 1,256 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $305,112 | 1,157 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $290,401 | 1,445 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $306,706 | 1,552 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $271,305 | 1,755 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||