Advisor OS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1767580 CHICAGO, IL

Position in GS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$677,616

+$97,272 QoQ

Shares Held

670

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,993

of 3,125 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor OS, LLC holds $3,479,982 across 7 Capital Markets names. GS ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,314	$901,795
2	GS	Goldman Sachs Group Inc This page	670	$677,616
3	HOOD	Robinhood Markets, Inc.	5,979	$599,572
4	IBKR	Interactive Brokers Group, Inc.	5,810	$505,699
5	SCHW	Schwab Charles Corp	5,053	$466,237
6	EVR	Evercore Inc.	781	$266,663
7	SBET	Sharplink, Inc.	13,000	$62,400

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,616	670	-2.3%	Shares	Sole	2026-08-05
2026-03-31	$580,344	686	+22.5%	Shares	Sole	2026-05-08
2025-12-31	$492,240	560	-12.5%	Shares	Sole	2026-02-04
2025-09-30	$509,663	640	+27.5%	Shares	Sole	2025-11-12
2025-06-30	$355,289	502	+6.1%	Shares	Sole	2025-08-14
2025-03-31	$258,393	473	+5.3%	Shares	Sole	2025-05-06
2024-12-31	$257,105	449	-38.0%	Shares	Sole	2025-02-05
2023-12-31	$279,296	724	-43.0%	Shares	Sole	2024-02-08
2021-12-31	$486,221	1,271	0.0%	Shares	Sole	2022-02-04
2021-09-30	$480,476	1,271	0.0%	Shares	Sole	2021-11-15
2021-06-30	$482,382	1,271	0.0%	Shares	Sole	2021-08-10
2021-03-31	$415,617	1,271	0.0%	Shares	Other	2021-05-13
2020-12-31	$335,175	1,271	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.