Position in GS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,344,845
+$707,088 QoQ
Shares Held
4,296
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#981
of 3,125 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $13,090,409 across 6 Capital Markets names. GS ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,707 | $4,746,671 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
4,296 | $4,344,845 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,400 | $1,974,578 | |
| 4 | NMR |
Nomura Holdings Inc
|
106,655 | $936,430 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,973 | $699,252 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,465 | $388,633 |
All Filings in GS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,344,845 | 4,296 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,637,757 | 4,300 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,901,002 | 4,438 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,920,215 | 3,667 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,300,844 | 1,838 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $996,432 | 1,824 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $940,242 | 1,642 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $748,606 | 1,512 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $541,427 | 1,197 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $398,058 | 953 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $287,784 | 746 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $257,561 | 796 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $244,485 | 758 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $251,220 | 768 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $246,546 | 718 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $379,000 | 125,107 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||