Independent Solutions Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1818391
Williamsville, NY
Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,545,618
+$1,693,707 QoQ
Shares Held
2,517
+150.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,217
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, 2026Independent Solutions Wealth Management, LLC holds $13,902,240 across 6 Capital Markets names. GS ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
43,106 | $4,322,669 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
35,771 | $3,113,507 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
2,517 | $2,545,618 | |
| 4 | PJT |
PJT Partners Inc.
|
15,970 | $2,410,511 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
19,880 | $1,184,251 | |
| 6 | MS |
Morgan Stanley
|
1,558 | $325,684 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,545,618 | 2,517 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $851,911 | 1,007 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,436,588 | 2,772 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,466,295 | 3,097 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,157,929 | 3,049 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $570,326 | 1,044 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,794,591 | 3,134 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,636,338 | 3,305 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $1,500,797 | 3,318 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $1,489,482 | 3,566 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $1,429,277 | 3,705 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $1,227,624 | 3,794 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $1,077,606 | 3,341 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $992,778 | 3,035 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $1,023,272 | 2,980 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $829,038 | 2,829 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $741,658 | 2,497 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $1,113,097 | 3,372 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $1,154,535 | 3,018 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $1,176,051 | 3,111 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $1,123,029 | 2,959 | Shares | Sole | 2024-12-19 | |
| 2021-03-31 | $894,999 | 2,737 | Shares | Sole | 2024-12-19 | |
| 2020-12-31 | $691,975 | 2,624 | Shares | Sole | 2024-12-19 | |
| 2020-09-30 | $318,336 | 1,584 | Shares | Sole | 2024-12-19 | |
| 2020-06-30 | $317,377 | 1,606 | Shares | Sole | 2024-12-19 | |
| 2020-03-31 | $273,469 | 1,769 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||