Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,208,515
-$180,954,340 QoQ
Shares Held
41,734
-84.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#316
of 3,136 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $236,183,794 across 21 Capital Markets names. GS ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
609,846 | $61,155,356 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
41,734 | $42,208,515 | |
| 3 | EVR |
Evercore Inc.
|
94,525 | $32,274,616 | |
| 4 | SCHW |
Schwab Charles Corp
|
195,776 | $18,064,250 | |
| 5 | MS |
Morgan Stanley
|
77,021 | $16,100,469 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
305,363 | $15,262,042 | |
| 7 | IREN |
IREN Ltd
|
325,930 | $14,904,778 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
219,996 | $13,778,349 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,208,515 | 41,734 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $223,162,855 | 263,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $248,343,870 | 282,530 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $239,014,099 | 300,137 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $221,746,568 | 313,312 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $201,255,419 | 368,404 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $239,982,178 | 419,095 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $13,825,946 | 27,925 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,963,411 | 26,449 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,094,314 | 24,167 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,598,426 | 22,289 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,697,729 | 23,790 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $7,542,597 | 23,385 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $7,012,583 | 21,438 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $7,025,897 | 20,461 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,267,980 | 14,564 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $3,128,807 | 10,534 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,623,837 | 10,978 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $3,915,781 | 10,236 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,079,699 | 10,792 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,488,639 | 9,192 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $2,316,468 | 7,084 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $1,245,611 | 6,198 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,000,747 | 5,064 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,261,917 | 8,163 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||