Position in GS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$10,595,177
+$953,426 QoQ
Shares Held
12,524
+14.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
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)
Derivatives in GS
reported options exposure · as of Sep 30, 2025CallValue
$398,175
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Arkadios Wealth Advisors holds $31,092,669 across 13 Capital Markets names. GS ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
12,524 | $10,595,177 | |
| 2 | SCHW |
Schwab Charles Corp
|
68,094 | $6,399,473 | |
| 3 | MS |
Morgan Stanley
|
26,947 | $4,434,667 | |
| 4 | PJT |
PJT Partners Inc.
|
23,531 | $3,287,750 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
43,413 | $2,911,709 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
16,844 | $1,167,288 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,975 | $594,138 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
12,364 | $543,767 |
All Filings in GS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,595,177 | 12,524 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,641,751 | 10,969 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $398,175 | 500 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $7,625,050 | 9,575 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,151,055 | 8,691 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $353,875 | 500 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $3,405,571 | 6,234 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,302,299 | 5,767 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,753,801 | 5,562 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,506,225 | 3,330 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $611,080 | 1,463 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $501,115 | 1,299 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $457,527 | 1,414 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $520,257 | 1,613 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $475,945 | 1,455 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $481,418 | 1,402 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $397,082 | 1,355 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $410,778 | 1,383 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $452,237 | 1,370 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $597,543 | 1,562 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $506,560 | 1,340 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $546,143 | 1,439 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $325,038 | 994 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $296,410 | 1,124 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $137,664 | 685 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $77,664 | 393 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $158,763 | 1,027 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||