Secure Asset Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1800692 Troy, MI

Position in GS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,297,832

+$49,191 QoQ

Shares Held

2,272

-14.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,286

of 3,136 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $13,130,380 across 5 Capital Markets names. GS ranks #4 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	47,530	$4,385,593
2	FIGR	Figure Technology Solutions, Inc.	96,887	$2,975,399
3	IREN	IREN Ltd	63,988	$2,926,171
4	GS	Goldman Sachs Group Inc This page	2,272	$2,297,832
5	MS	Morgan Stanley	2,609	$545,385

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,297,832	2,272	-14.5%	Shares	Sole	2026-07-15
2026-03-31	$2,248,641	2,658	+49.6%	Shares	Sole	2026-04-09
2025-12-31	$1,561,983	1,777	-1.1%	Shares	Sole	2026-01-20
2025-09-30	$1,431,040	1,797	+0.3%	Shares	Sole	2025-10-09
2025-06-30	$1,267,580	1,791	+40.9%	Shares	Sole	2025-07-10
2025-03-31	$694,334	1,271	-11.1%	Shares	Sole	2025-04-10
2024-12-31	$818,846	1,430	+158.1%	Shares	Sole	2025-01-17
2024-09-30	$274,290	554	+0.7%	Shares	Sole	2024-10-16
2024-06-30	$248,776	550	-6.0%	Shares	Sole	2024-07-24
2024-03-31	$244,348	585	-7.3%	Shares	Sole	2024-04-30
2023-12-31	$243,420	631	-6.9%	Shares	Sole	2024-01-22
2023-09-30	$219,380	678	+5.0%	Shares	Sole	2023-10-18
2023-03-31	$211,313	646	+0.3%	Shares	Sole	2023-04-13
2022-12-31	$221,136	644	-31.2%	Shares	Sole	2023-01-20
2022-09-30	$274,294	936	+3.4%	Shares	Sole	2022-10-12
2022-06-30	$268,803	905	+0.1%	Shares	Sole	2022-07-20
2022-03-31	$298,410	904	+0.1%	Shares	Sole	2022-04-19
2021-12-31	$345,442	903	0.0%	Shares	Sole	2022-01-24
2021-09-30	$341,361	903	+0.1%	Shares	Sole	2021-10-28
2021-06-30	$342,336	902	—	Shares	Sole	2021-07-16
No filing history on record for this holder in this stock.