Position in GS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$497,594
+$77,983 QoQ
Shares Held
492
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,193
of 3,125 holders
Holding Since
Sep 2022
14 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, 2026IVC Wealth Advisors LLC holds $1,190,561 across 2 Capital Markets names. GS ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,315 | $692,967 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
492 | $497,594 |
All Filings in GS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,594 | 492 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $419,611 | 496 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $454,443 | 517 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $436,399 | 548 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $382,185 | 540 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $293,357 | 537 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $300,052 | 524 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $258,447 | 522 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $267,773 | 592 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $245,601 | 588 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $226,061 | 586 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $217,528 | 665 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $265,432 | 773 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $213,633 | 729 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||