Precision Wealth Strategies, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1844197
SAINT LOUIS, MO
Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$865,732
+$128,029 QoQ
Shares Held
856
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,832
of 3,125 holders
Holding Since
Jun 2021
13 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, 2026Precision Wealth Strategies, LLC holds $5,477,257 across 6 Capital Markets names. GS ranks #4 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
22,674 | $1,350,690 | |
| 2 | GOLD |
Gold.com, Inc.
|
27,628 | $1,149,601 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
11,266 | $980,592 | |
| 4 | GS |
Goldman Sachs Group Inc
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|
856 | $865,732 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
5,844 | $616,775 | |
| 6 | EVR |
Evercore Inc.
|
1,505 | $513,867 |
All Filings in GS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,732 | 856 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $737,703 | 872 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $764,730 | 870 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $680,082 | 854 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $759,415 | 1,073 | Shares | Sole | 2025-07-18 | |
| 2023-03-31 | $208,041 | 636 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $231,438 | 674 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $786,839 | 2,685 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $870,862 | 2,932 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $879,716 | 2,665 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $767,395 | 2,006 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $647,187 | 1,712 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $368,144 | 970 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||