Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,673,817
+$321,079 QoQ
Shares Held
1,655
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,442
of 3,125 holders
Holding Since
Dec 2020
22 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, 2026WEALTH ALLIANCE, LLC holds $4,836,802 across 6 Capital Markets names. GS ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,655 | $1,673,817 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,285 | $1,410,346 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,018 | $610,846 | |
| 4 | MS |
Morgan Stanley
|
1,958 | $409,300 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,430 | $402,802 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,458 | $329,691 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,817 | 1,655 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,352,738 | 1,599 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,546,161 | 1,759 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,216,242 | 2,783 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,941,358 | 2,743 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,519,232 | 2,781 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $793,078 | 1,385 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $554,523 | 1,120 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $479,459 | 1,060 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $427,714 | 1,024 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $399,271 | 1,035 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $285,388 | 882 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $276,416 | 857 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $291,127 | 890 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $392,139 | 1,142 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $386,532 | 1,319 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $420,282 | 1,415 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $202,020 | 612 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $420,039 | 1,098 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $355,725 | 941 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $439,116 | 1,157 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $237,339 | 900 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||