BAKER TILLY WEALTH MANAGEMENT, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1840565 MADISON, WI

Position in GS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$412,638

+$155,458 QoQ

Shares Held

408

+34.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,327

of 3,124 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,509,581 across 4 Capital Markets names. GS ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,466	$515,492
2	GS	Goldman Sachs Group Inc This page	408	$412,638
3	LPLA	LPL Financial Holdings Inc.	1,111	$312,946
4	SCHW	Schwab Charles Corp	2,910	$268,505

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,638	408	+34.2%	Shares	Sole	2026-07-17
2026-03-31	$257,180	304	+22.6%	Shares	Sole	2026-04-10
2025-12-31	$217,992	248	-85.8%	Shares	Sole	2026-01-08
2023-06-30	$563,799	1,748	+119.3%	Shares	Sole	2023-07-20
2023-03-31	$260,706	797	+29.6%	Shares	Sole	2023-04-12
2022-12-31	$211,178	615	—	Shares	Sole	2023-01-26
No filing history on record for this holder in this stock.