XML Financial, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1800465 BETHESDA, MD

Position in GS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,673,295

+$407,774 QoQ

Shares Held

3,632

-5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,044

of 3,124 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

XML Financial, LLC holds $4,659,826 across 4 Capital Markets names. GS ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	3,632	$3,673,295
2	HUT	Hut 8 Corp.	3,876	$447,464
3	MS	Morgan Stanley	1,490	$311,469
4	IREN	IREN Ltd	4,977	$227,598

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,673,295	3,632	-5.9%	Shares	Sole	2026-07-24
2026-03-31	$3,265,521	3,860	-12.6%	Shares	Sole	2026-04-16
2025-12-31	$3,879,906	4,414	-8.4%	Shares	Sole	2026-02-11
2025-09-30	$3,836,017	4,817	-1.9%	Shares	Sole	2025-10-20
2025-06-30	$3,475,052	4,910	+1.0%	Shares	Sole	2025-07-17
2025-03-31	$2,656,061	4,862	-1.6%	Shares	Sole	2025-04-22
2024-12-31	$2,828,170	4,939	-1.9%	Shares	Sole	2025-01-17
2024-09-30	$2,491,888	5,033	-2.3%	Shares	Sole	2024-11-01
2024-06-30	$2,329,900	5,151	+0.1%	Shares	Sole	2024-07-22
2024-03-31	$2,149,850	5,147	-2.6%	Shares	Sole	2024-05-15
2023-12-31	$2,039,565	5,287	+6.2%	Shares	Sole	2024-02-14
2023-09-30	$1,610,407	4,977	-1.0%	Shares	Sole	2023-11-06
2023-06-30	$1,621,731	5,028	+4.7%	Shares	Sole	2023-08-07
2023-03-31	$1,570,455	4,801	-0.9%	Shares	Sole	2023-05-15
2022-12-31	$1,663,332	4,844	-3.1%	Shares	Sole	2023-02-10
2022-09-30	$1,464,370	4,997	+71.5%	Shares	Sole	2022-11-04
2022-06-30	$865,516	2,914	-36.0%	Shares	Sole	2022-08-01
2022-03-31	$1,502,945	4,553	+40.6%	Shares	Sole	2022-05-02
2021-12-31	$1,239,079	3,239	+9.4%	Shares	Sole	2022-02-01
2021-09-30	$1,119,724	2,962	+81.2%	Shares	Sole	2021-11-01
2021-06-30	$620,531	1,635	-0.1%	Shares	Sole	2021-08-10
2021-03-31	$534,972	1,636	+15.9%	Shares	Sole	2021-05-14
2020-12-31	$372,094	1,411	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.