American Trust

Position in GS — Goldman Sachs Group Inc

CIK 1905128 LEXINGTON, KY

Position in GS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$625,026

+$97,975 QoQ

Shares Held

618

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,038

of 3,125 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

American Trust holds $4,770,777 across 4 Capital Markets names. GS ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	34,292	$3,164,122
2	GS	Goldman Sachs Group Inc This page	618	$625,026
3	MS	Morgan Stanley	2,726	$569,843
4	IBKR	Interactive Brokers Group, Inc.	4,731	$411,786

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,026	618	-0.8%	Shares	Sole	2026-08-14
2026-03-31	$527,051	623	-1.6%	Shares	Sole	2026-05-01
2025-12-31	$556,407	633	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$496,126	623	+27.7%	Shares	Sole	2025-11-17
2025-06-30	$345,382	488	-7.6%	Shares	Sole	2025-09-03
2024-12-31	$302,343	528	-6.5%	Shares	Sole	2025-02-18
2024-09-30	$279,737	565	-1.2%	Shares	Sole	2024-11-29
2024-06-30	$258,727	572	-1.4%	Shares	Sole	2024-09-12
2024-03-31	$242,260	580	-17.6%	Shares	Sole	2024-06-11
2023-12-31	$271,582	704	-28.2%	Shares	Sole	2024-02-21
2023-06-30	$316,088	980	-3.9%	Shares	Defined	2023-08-14
2023-03-31	$333,652	1,020	+3.0%	Shares	Defined	2023-05-22
2022-12-31	$339,945	990	-3.9%	Shares	Defined	2023-02-16
2022-09-30	$301,841	1,030	-2.8%	Shares	Defined	2022-12-02
2022-06-30	$314,841	1,060	+9.3%	Shares	Defined	2022-10-03
2022-03-31	$320,197	970	-8.1%	Shares	Defined	2022-06-08
2021-12-31	$403,589	1,055	—	Shares	Defined	2022-03-17
No filing history on record for this holder in this stock.