Position in GS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,771,920
+$360,809 QoQ
Shares Held
1,752
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,407
of 3,125 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $10,817,548 across 7 Capital Markets names. GS ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
100,010 | $4,573,457 | |
| 2 | MS |
Morgan Stanley
|
10,741 | $2,245,298 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
1,752 | $1,771,920 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
45,409 | $1,243,298 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,128 | $514,235 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,583 | $238,333 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
4,622 | $231,007 |
All Filings in GS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,771,920 | 1,752 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,411,111 | 1,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,349,265 | 1,535 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,001,808 | 1,258 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $767,201 | 1,084 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $215,238 | 394 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||