Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,233,499
+$14,385,857 QoQ
Shares Held
16,051
+634.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#510
of 3,125 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $21,647,220 across 8 Capital Markets names. GS ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
16,051 | $16,233,499 | |
| 2 | MS |
Morgan Stanley
|
6,263 | $1,309,217 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
9,950 | $997,786 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
10,584 | $921,231 | |
| 5 | SNEX |
StoneX Group Inc.
|
11,322 | $894,438 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,935 | $545,050 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,862 | $540,886 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,275 | $205,113 |
All Filings in GS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,233,499 | 16,051 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,847,642 | 2,184 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,815,135 | 2,065 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,548,900 | 1,945 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,820,333 | 2,572 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,339,503 | 2,452 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $643,624 | 1,124 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $494,614 | 999 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,808,241 | 12,841 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,138,840 | 12,303 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||