Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$742,345
+$86,703 QoQ
Shares Held
734
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#1,937
of 3,125 holders
Holding Since
Dec 2020
23 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, 2026Tower Wealth Partners, Inc. holds $956,289 across 2 Capital Markets names. GS ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
734 | $742,345 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
2,458 | $213,944 |
All Filings in GS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,345 | 734 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $655,642 | 775 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $684,741 | 779 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $686,453 | 862 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $618,573 | 874 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $545,197 | 998 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $579,491 | 1,012 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $506,497 | 1,023 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $474,483 | 1,049 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $473,242 | 1,133 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $423,575 | 1,098 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $348,484 | 1,077 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $338,667 | 1,050 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $340,848 | 1,042 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $384,585 | 1,120 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $326,164 | 1,113 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $333,850 | 1,124 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $266,390 | 807 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $299,154 | 782 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $293,729 | 777 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $283,508 | 747 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $283,509 | 867 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $233,910 | 887 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||