Evolution Wealth Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1763121 AVENTURA, FL

Position in GS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,155,995

+$189,029 QoQ

Shares Held

1,143

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,637

of 3,125 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $6,064,835 across 3 Capital Markets names. GS ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IREN	IREN Ltd	102,014	$4,665,100
2	GS	Goldman Sachs Group Inc This page	1,143	$1,155,995
3	MS	Morgan Stanley	1,166	$243,740

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155,995	1,143	0.0%	Shares	Sole	2026-07-29
2026-03-31	$966,966	1,143	0.0%	Shares	Sole	2026-05-08
2025-12-31	$1,004,697	1,143	-12.3%	Shares	Sole	2026-01-12
2025-09-30	$1,037,644	1,303	0.0%	Shares	Sole	2025-10-28
2025-06-30	$922,198	1,303	-2.6%	Shares	Sole	2025-08-08
2025-03-31	$730,936	1,338	-2.5%	Shares	Sole	2025-05-09
2024-12-31	$786,207	1,373	+175.7%	Shares	Sole	2025-01-17
2024-09-30	$246,564	498	-33.4%	Shares	Sole	2024-11-06
2024-06-30	$338,335	748	-2.2%	Shares	Sole	2024-07-18
2024-03-31	$319,532	765	0.0%	Shares	Sole	2024-04-19
2023-03-31	$250,239	765	+5.2%	Shares	Sole	2023-05-02
2022-12-31	$249,637	727	+5.7%	Shares	Sole	2023-02-07
2022-06-30	$204,349	688	0.0%	Shares	Sole	2022-08-02
2022-03-31	$227,108	688	0.0%	Shares	Sole	2022-04-29
2021-12-31	$263,194	688	0.0%	Shares	Sole	2022-01-28
2021-09-30	$260,084	688	0.0%	Shares	Sole	2021-11-09
2021-06-30	$261,116	688	0.0%	Shares	Sole	2021-07-22
2021-03-31	$224,976	688	+138.9%	Shares	Sole	2021-04-20
2020-12-31	$75,948	288	-42.2%	Shares	Sole	2021-02-02
2020-09-30	$100,083	498	+1210.5%	Shares	Sole	2020-10-15
2020-06-30	$7,509	38	-99.7%	Shares	Sole	2020-07-27
2020-03-31	$2,055,583	13,297	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.