Safeguard Investment Advisory Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1846711
Corona, CA
Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$414,661
+$71,190 QoQ
Shares Held
410
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,324
of 3,125 holders
Holding Since
Mar 2025
6 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, 2026Safeguard Investment Advisory Group, LLC holds $2,589,454 across 3 Capital Markets names. GS ranks #2 (16.0% of the industry book) .
All Filings in GS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,661 | 410 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $343,471 | 406 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $395,550 | 450 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $317,743 | 399 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $245,589 | 347 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $331,598 | 607 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||