Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,041,956
+$601,236 QoQ
Shares Held
2,019
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,329
of 3,125 holders
Holding Since
Mar 2020
26 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, 2026Keebeck Wealth Management holds $7,675,638 across 9 Capital Markets names. GS ranks #1 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,019 | $2,041,956 | |
| 2 | IREN |
IREN Ltd
|
38,265 | $1,749,858 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,015 | $1,108,624 | |
| 4 | MS |
Morgan Stanley
|
4,389 | $917,476 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
9,000 | $563,670 | |
| 6 | WULF |
Terawulf Inc.
|
22,800 | $563,160 | |
| 7 | MRX |
Marex Group Ltd
|
5,000 | $304,750 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,693 | $234,398 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,956 | 2,019 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,440,720 | 1,703 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,042,494 | 1,186 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $796,350 | 1,000 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $670,239 | 947 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $488,929 | 895 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $524,519 | 916 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $414,902 | 838 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $377,687 | 835 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $348,771 | 835 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $329,061 | 853 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $268,239 | 829 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $280,932 | 871 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $283,604 | 867 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $290,842 | 847 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $307,116 | 1,048 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,276 | 1,048 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $255,167 | 773 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $295,711 | 773 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $313,008 | 828 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $456,195 | 1,202 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $274,026 | 838 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $256,589 | 973 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $215,640 | 1,073 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $210,070 | 1,063 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $338,242 | 2,188 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||