Elwood & Goetz Wealth Advisory Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1752758
ATHENS, GA
Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$437,923
+$107,141 QoQ
Shares Held
433
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,276
of 3,125 holders
Holding Since
Sep 2025
4 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $1,019,263 across 2 Capital Markets names. GS ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,781 | $581,340 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
433 | $437,923 |
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,923 | 433 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $330,782 | 391 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $344,568 | 392 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $290,667 | 365 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||